How to Issue a Credit to Customers
Background:
There may be times when you need to issue a credit to your customer. This could be due to returning items they purchased from you, or other miscellaneous refunds you want to give. You can issue a credit for your customer and apply this credit to future invoices.
To issue a credit to a customer in accounting
- Go to Accounting > Receivables > Credits
- At the top of the page, click “Create New Credit.”
- Select the customer.
- The date will default to today—you can change it if needed.
- The credit memo number will auto-fill with the next available number. You can edit this if necessary.
- Accounting > Receivables > Credits
- At the top of the page, click “Create New Credit.”
- Select the customer.
- The date will default to today—you can change it if needed.
- The credit memo number will auto-fill with the next available number. You can edit this if necessary.
- If you’re using departments, select the appropriate department for this credit.
See Managing Accounting Departments for more. - Choose the product or service the credit applies to.
To add new items, see Setting Up Products and Services. - Enter the quantity (if applicable) and the credit amount.
- Select the account the credit should be recorded under.
- (Optional) Add a description or any additional credit comments.
- To enter multiple credits, click “+ Add Row” and repeat the steps above.
- Click “Save Credit.”
Once saved, the credit appears on the customer’s Credits tab. Credits have one of two statuses:
- Open: The credit is available to apply to invoices.
- Applied: The credit has already been used.
Next steps:
- To apply the credit, see Applying Credits to Customer Invoices.
- To email the credit to your customer, see How to Email an Invoice or Credit to Your Customers.
- To void or delete a credit, see Voiding a Customer Credit.
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