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sam53
October 1, 2019
Question

How can I add referal discounts to a client and have it automatically deduced off thier next invoice?

  • October 1, 2019
  • 1 reply
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I have a referal program where my top clients can earn 10% of any business they refer to me as a discount of thier next invoice.  I want to be able to add this discount so that it is automatically deducded off of the next invoice that goes out to the client so I don't have to remember to add it as a seperate line each time.

1 reply

JaneD
JaneD
October 1, 2019

Hi sam53,

 

You can create a credit note for your client in QuickBooks Online (QBO), so when you receive payments on future invoices, the credit will appear at the bottom of the screen waiting for you to tick and apply.

 

To record a credit note:

  1. Go to the Create icon and select Credit Note.
  2. Fill out all required fields (including the customer name, date, products/service items, quantities, and amounts).
  3. Choose Save and close once you're done.

You can check the best workflow that applies to ensure accurate recording in QuickBooks through this link: Enter and apply a credit note or delayed credit.

 

Let me also share this video tutorial for further reference: How to match credit note to customer refund [Video].

 

If you have any follow-ups or other questions, just let me know by leaving a comment below. I'm always glad to help. Wishing you a good one.

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