Create a credit memo to immediately reduce a customer's current balance. Or, enter a delayed credit so they can use it in the future.

In this step-by-step tutorial, I’ll show you exactly how to apply a credit memo to an open invoice, so you can adjust the customer’s balance and keep your records accurate.

Discover how to create a credit memo in QuickBooks with our comprehensive guide and step-by-step video tutorial.

Aug 28, 2025 · Choose the customer for whom you want to create a credit memo by clicking on their name. Select 'New transaction' and choose 'Credit Memo' from the dropdown menu. …

Jun 11, 2025 · Today, we'll walk you through how to apply, edit, and delete credit memos in QuickBooks Online. Whether you're new to QuickBooks or just need a refresher, this guide will …

To create a credit memo in QuickBooks, follow a structured process that involves filling out the credit memo form, assigning a unique credit memo number, and adhering to the designated …

Learn how to add a credit memo in QuickBooks with our step-by-step guide. Easily manage credits and adjustments in your accounting records.

This is a step by step tutorial on how create a credit memo for a client in QuickBooks. Credit memos are created for many reasons including client overpayment, compensation, or other...

Jun 2, 2025 · Let this article be your guiding light for finding the right directions to creating and applying credit memos on QuickBooks Online. How to Create Credit Memos in QuickBooks …

Step 1: Create a credit memo From the Customers menu, select Create Credit Memos/Refunds. From the Customer:Job dropdown, select your customer. Enter the items you're giving a credit …