Easily Insert Checkbox into the Credit Memo

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How to Insert Checkbox into the Credit Memo

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there are times when you will want to issue a credit memo to an invoice lets say you have a customer that just isnt happy with your services and they refuse to pay one of your invoices you can actually leave it on the books for a while if youd like but eventually you might want to credit that off let me go ahead and show you how to create a credit memo the first thing that you want to do is look up the original invoice and see what it is that you charge them for to begin with Im gonna look at Red Rock diner and youll see theres an invoice for $70 here Ill just go ahead and open it up and youre going to notice that we charge them for pest control it looks like probably two hours at $35 an hour for a total of $70 now lets say the customer just wasnt happy with us and were going to just credit that invoice when we create the credit memo we need to use the exact same product or service that we charge for to begin with the way youre going to create the credit memo is come up her

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How do you enter a credit memo?

Indicate the credit memos number, use the original invoice number, and the required mode of payment. The credit memo requires five columns for the following information: quantity of items, identification number or description, reason for the credit memo, cost of item and total cost.

How do I apply a check to a credit memo in QuickBooks?

Once done, youll have to apply the credit memo: Select the Plus (+) icon, then Receive Payment. Select your customers name. Put a check mark under Outstanding Transactions and Credits field. Click Save and close.

How do I print a check for a credit memo in QuickBooks?

How to Print a List of Credit Memos in QuickBooks Click the File menu option and then click the Print Forms option. Click the Credit Memos option, and then click the OK button. Click the Printer Name drop-down menu and select the printer to use. Click the Options button.

How to apply a vendor check to a credit memo in QuickBooks Desktop?

How do I apply a vendor credit to the amount owed to vendor? Click on Vendors at the top menu bar. Select on Pay Bills. Choose the bill that you wish to be paid. Click the Set Credits button at the bottom to apply credits. Once done, click on Pay Selected Bills.

How to apply a check payment to a credit memo in QuickBooks Online?

Heres how: On the dashboard, click on the Receive Payments icon. In the Customer Payment window, choose the customer on the Receive From box. Tick the box on the specific invoice, then select the Discount Credits button. Check the credit that you are going to apply and click Done. Hit Save and Close.

How do I apply a payment to a credit memo in QuickBooks?

Heres how: On the dashboard, click on the Receive Payments icon. In the Customer Payment window, choose the customer on the Receive From box. Tick the box on the specific invoice, then select the Discount Credits button. Check the credit that you are going to apply and click Done. Hit Save and Close.

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