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StudentABC
January 27, 2020
Solved

Edit an existing credit memo QuickBooks Desktop Pro. Not Mac.

  • January 27, 2020
  • 2 replies
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I deposited a duplicate payment on a client's account.  Qbks asked if I wanted to record and print a credit memo.  I chose this.  I need to add a credit number to the existing pdf.  How do I do that?  My version is not a Mac.  Thanks. Student ABC

Best answer by Emily M

Hello, @StudentABC.

 

You’ve come to the right place and I can help you record a credit memo. 

 

Let me guide you:

 

Step 1: Create a credit memo

 

  1. Go to the Customers menu, Choose to Create Credit Memos/Refunds.
  2. Locate the Customer: Job drop-down, click your customer.

Enter the items you’re giving credit for, then pick Save and Close.

Step 2: Choose how you want to handle the credit

 

Option 1: Retain as an available credit

You'll see the receive payments window.

  1. Select Customers and then Receive Payments.
  2. Under the Received from the drop-down, go to your customer. Then, choose the Discounts and Credits icon.
  3. On the Credits tab, check the credit you want to apply and then Done.
  4. You may see a prompt to Confirm transfer. If you do, click Yes. The amount will be applied automatically to the invoice.
  5. Push Save & Close.

Option 2: Give a refund

  1. The check is filled out automatically. Select OK.
  2. Link the check to the overpayment. Go to the Customers menu and then pick Receive Payments.
  3. From the Received from the drop-down, go to the Customer. Then, click the Discounts and Credits icon.
  4. In the Available Credits section, choose the check you created and then Done.
  5. You may see a prompt to Confirm transfer. If you do, push Yes. The amount will be applied automatically to the invoice.
  6. Choose Save & Close.

Option 3: Apply a credit to an invoice

  1. When you create the credit memo, make sure you select Customer: Job. This will open the Apply Credit to Invoice window.
  2. Pick the credit you want to apply automatically and choose Done.

 

If you have other questions, feel free to come back to the Community.

2 replies

E
Emily MAnswer
January 27, 2020

Hello, @StudentABC.

 

You’ve come to the right place and I can help you record a credit memo. 

 

Let me guide you:

 

Step 1: Create a credit memo

 

  1. Go to the Customers menu, Choose to Create Credit Memos/Refunds.
  2. Locate the Customer: Job drop-down, click your customer.

Enter the items you’re giving credit for, then pick Save and Close.

Step 2: Choose how you want to handle the credit

 

Option 1: Retain as an available credit

You'll see the receive payments window.

  1. Select Customers and then Receive Payments.
  2. Under the Received from the drop-down, go to your customer. Then, choose the Discounts and Credits icon.
  3. On the Credits tab, check the credit you want to apply and then Done.
  4. You may see a prompt to Confirm transfer. If you do, click Yes. The amount will be applied automatically to the invoice.
  5. Push Save & Close.

Option 2: Give a refund

  1. The check is filled out automatically. Select OK.
  2. Link the check to the overpayment. Go to the Customers menu and then pick Receive Payments.
  3. From the Received from the drop-down, go to the Customer. Then, click the Discounts and Credits icon.
  4. In the Available Credits section, choose the check you created and then Done.
  5. You may see a prompt to Confirm transfer. If you do, push Yes. The amount will be applied automatically to the invoice.
  6. Choose Save & Close.

Option 3: Apply a credit to an invoice

  1. When you create the credit memo, make sure you select Customer: Job. This will open the Apply Credit to Invoice window.
  2. Pick the credit you want to apply automatically and choose Done.

 

If you have other questions, feel free to come back to the Community.

    S
    StudentABCAuthor
    January 27, 2020

    Thank you for responding but that is not what is needed.  I need to edit the pdf of the credit memo.  When I deposited the client check into undeposited funds, the prompt asked if I wanted to print a credit memo.  I did.  It was a pdf.  But I see no way to edit to add a purchase order number.  If I go to Customer>Received pmts>Discounts and Credits, the credit amount is there but I don't know how to turn that into a printable pdf without it becoming a double credit.  Can you help?

    JessT
    JessT
    January 28, 2020

    We can no longer edit the PDF copy of the credit memo, StudentABC.

     

    I can help you add your credit memo number without doubling the memo. To do this, you can open the transaction using the steps you shared and add a credit number to it. This will not turn it into another credit because you’re only editing the transaction.

     

    Speaking of duplicate payments, Emily has shared the best ways to handle them in QuickBooks.

     

    If you still need more help with your credit memo, please don't hesitate to comment on this thread. The next available agent will continue to help you out. Hope I will be available at that time, too.

      S
      StudentABCAuthor
      January 29, 2020

      Thank you Jess T!

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