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KristieIM
December 11, 2018
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Can you remove a credit from customer statement?

  • December 11, 2018
  • 2 replies
  • 0 views

I have given our customer a credit, but it does not apply to any of the invoices on their current statement.  Is their a way to remove that from the statement?  It automatically shows up when you create the statement.

Best answer by VivienJ

Hello kristiemilan,

Let's work together to remove the credit on the customer's statement. 

QuickBooks Desktop gives us the flexibility to manage our transactions. We'll only need to mark the credit as pending so it won't show on the statement. 

This process allows us to save the credit memo in QuickBooks Desktop without it affecting our accounting records. Once you're ready to apply it to an invoice, you can then Mark it back to Final. 

Let me walk you through marking a credit as pending:

  1. Go to Customers at the top menu bar, then click Customer Center.
  2. Locate the name of the customer, then open the Credit memo.
  3. Click the Mark As Pending icon above the customer's name.
  4. There'll be a Pending Non-Posting message below Credit Memo.
  5. Click Save and Close
  6. In the Recording Transaction box, click Yes.

That's it! You'll no longer see the credit in the customer statement. If you require more information about the process, don't hesitate to leave me a message below. I'm here to help! 

2 replies

V
VivienJAnswer
December 11, 2018

Hello kristiemilan,

Let's work together to remove the credit on the customer's statement. 

QuickBooks Desktop gives us the flexibility to manage our transactions. We'll only need to mark the credit as pending so it won't show on the statement. 

This process allows us to save the credit memo in QuickBooks Desktop without it affecting our accounting records. Once you're ready to apply it to an invoice, you can then Mark it back to Final. 

Let me walk you through marking a credit as pending:

  1. Go to Customers at the top menu bar, then click Customer Center.
  2. Locate the name of the customer, then open the Credit memo.
  3. Click the Mark As Pending icon above the customer's name.
  4. There'll be a Pending Non-Posting message below Credit Memo.
  5. Click Save and Close
  6. In the Recording Transaction box, click Yes.

That's it! You'll no longer see the credit in the customer statement. If you require more information about the process, don't hesitate to leave me a message below. I'm here to help! 

K
KristieIMAuthor
December 11, 2018
This worked!  Exactly what I was wanting to do!  Thanks so much for being so helpful!  Do you have any recommendations for me to train on qb?  I have recently took over another position and I really need to learn the accounting side of qb, how the chart of accounts works, the inventory system...etc.  For the past 7 years I have always just created invoices and purchase orders.  Now I am entering the bills, writing checks, reconciling the statements and pretty much everything else in qb.  I have no accounting experience so I have some trouble understanding our accountant's terminology, how one transaction affects two accounts, and I would like to know how to efficiently produce & read reports.  For example I know how to run P & L's and balance sheets & I know what they show, but if something is off I may not know how to figure out why.  Let me know if you have any guidance!  Thanks again!!
qbteachmt
qbteachmt
December 11, 2018

"Do you have any recommendations for me to train on qb?"

The Video tutorials are here:


Desktop PC program video tutorials


I recommend never making anything Pending. You gave them a credit and it is on their Account, even if not applied to invoices.


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