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- Setting Sales and Customers Preferences
- Creating an Invoice
- Previewing Invoices
- Printing a Single Invoice
- Printing a Batch of Invoices
- Emailing an Invoice
- Charging Expenses to a Customer
- Setting Finance Charge Preferences
- Creating a Monthly Statement
- Setting Send Forms Preferences
- Tracking Accounts Receivable
- Receiving Payments for Invoices
- Issuing a Credit or Refund
- Receiving Cash
- Making Bank Deposits
- Receiving Advances, Retainers, and Down Payments
- Issuing Discounts
- Viewing the Open Invoices Report
- Creating a Collection Letter
- Recording Bad Debts
This chapter is from the book
This chapter is from the book
This chapter is from the book
This chapter is from the book
Issuing a Credit or Refund
If a customer returns an item or if for any other reason you need to issue a credit or a refund to a customer, you can do so easily. You are given room to fully describe the reason for the credit or refund, and you can indicate whether tax applies to the amount.
Select Customers, Create Credit Memos/Refunds, or click the Refunds & Credits icon on the Home page.
Enter the customer’s name and, if applicable, the job to which this credit or refund relates in the Customer:Job field.
Verify that the date is correct.
Enter the item for which the credit or refund is being issued.
Describe the reason for the credit or refund.
Enter the quantity, and, if applicable, the rate.
Enter an optional customer message. If you have not used this message before, you will be prompted to add the message to
your message list. Click Quick Add to add the message.
Indicate if you want to print the credit memo or send it by email. (These two options are not mutually exclusive—you can
do both if you want.)
Save the credit memo.
If the Available Credit window appears, select an option to indicate how you want the credit to be treated. If you choose
to apply the credit to an invoice, you will see a list of open invoices for this customer and you can select the invoice(s)
on which the credit should be applied.
Click OK.
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