apply credit memo to invoice quickbooks online

APPLY CREDIT MEMO TO INVOICE QUICKBOOKS ONLINE MAC

Simply tag me in your reply and I'll get back to you as soon as I can. I'm all ears if you need more help managing your credits and invoices.

APPLY CREDIT MEMO TO INVOICE QUICKBOOKS ONLINE MAC

In the meantime, you'll want to manually apply the credit memo to your invoice.įurthermore, I've added this resource that contains details to help you efficiently manage your QBDT for Mac: QuickBooks Desktop Mac Guide. Click the Enable sending usage data to Intuit check box.On the Preferences pane, select Feedback.

Go to the QuickBooks menu in your QBDT for Mac.

This allows them to review your suggestion and possibly implement it in future updates. For the time being, I recommend sending your feedback to them. Rest assured our engineering team is working diligently in enhancing QuickBooks to meet the needs of our users. You have a fantastic idea, the moment, the option to automatically apply a credit memo to an invoice isn't available in QuickBooks Desktop (QBDT) for Mac. Please don't hesitate to let me know if you have any questions or concerns about this process.

Check the credit that you are going to apply and click Done.

Tick the box on the specific invoice, then select the Discount & Credits button.

In the Customer Payment window, choose the customer on the Receive From box.

On the dashboard, click on the Receive Payments icon.

Confirm the transaction by clicking Done.Īn alternative way is to use the Receive Payments option.

Choose which invoice you are going to apply your credit by ticking the box on the left side of the Date column.

Click on the Use Credit to button drop-down.

Make sure that it has the correct Customer or Customer job applied.

Choose a credit memo from the list on the left panel.

Select the Company and Transaction Center and click on Credit Memos.

I've covered some steps below to help guide you through this process. You have two different options when applying a credit memo to a specific invoice in QuickBooks for Mac. Hey there, for reaching out to the Community for support.

Apply credit memo to invoice quickbooks online