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val6
February 16, 2020
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I want to choose the number I allocate to a credit note, i.e. the invoice number +C ?

  • February 16, 2020
  • 2 replies
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Original commenter did not share additional details
Best answer by paul72

2+2=5

 

Hi @val6 

Credit Notes follow the same numbering sequence as Invoices.

Click on Cog Symbol (top right) > Accounts & Settings > Sales

Now turn on Custom Transaction Numbers.

 

This will allow you to amend Credit Note & Invoice numbering.

 

Be careful ... if you add a C behind your credit note numbers, the next time you open an invoice it will have a C behind the invoice number which will need to be deleted.

 

Hope this helps.

2 replies

JasroV
JasroV
February 16, 2020

Hi there, @val6.

 

You'll want to go to the Sales menu and allocate a credit note to an invoice from there. Let me show you how.

 

In your QuickBooks Online (QBO) account:

  1. Go to the Sales menu.
  2. Select the Customers tab and click the customer's name.
  3. Locate the invoice you want to apply the credit to and click Receive Payment.
  4. Once done, select Save and new. 

Here's an article you can read for more details: Enter and apply credit notes and delayed credits in QuickBooks Online.

 

You can also visit our Customers and income page for reference in case you want to learn some best practices in managing your customers.

 

You're always welcome to post in the Community whenever you have other questions. Have a great day!

    paul72
    paul72Answer
    February 20, 2020

    2+2=5

     

    Hi @val6 

    Credit Notes follow the same numbering sequence as Invoices.

    Click on Cog Symbol (top right) > Accounts & Settings > Sales

    Now turn on Custom Transaction Numbers.

     

    This will allow you to amend Credit Note & Invoice numbering.

     

    Be careful ... if you add a C behind your credit note numbers, the next time you open an invoice it will have a C behind the invoice number which will need to be deleted.

     

    Hope this helps.

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