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Bagya1111
January 3, 2022
Question

Credit Memo inclusion in Customer Statements

  • January 3, 2022
  • 1 reply
  • 0 views

Dear Team,

 How to include CREDIT MEMOs in the CUSTOMER STATEMENT and e-mail it to the Customer for payment settlement? I am using QB Desktop Enterprise 19.0.

 

As of now, I generate the statement with INVOICES which are 30 days due payment.

 

Thank You.

 

Regards,

 

Bagya

1 reply

D
DebSheenD
January 4, 2022

Hi, Bagya1111.


I'm here to help you apply credit memos to an invoice. 


Ensure that you already created an open invoice to associate it to a credit memo.

Here's how:

  1. Choose Customers.
  2. Click Credit memos/Refunds.
  3. Enter the same customer to an invoice.
  4. Fill in the information needed.
  5. Tap Save and close.
  6. Choose Apply to invoice.
  7. Click Done.

To learn more about recording a credit memo, you may check this article: Record a credit memo or refund in QuickBooks Desktop.

I've also added this article to help you receive and process payments in QuickBooks Desktop.

 

Fill me in if you have additional questions about applying credit memos to an invoice in  QuickBooks. I'm always here to help. Take care always.

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