Monday, May 4, 2020

How to Give Customers Credit in QuickBooks Online


You can easily issue credit to your customers in QuickBooks Online. You might want to do this because you need to reduce a customer's invoice for some reason. Or you might want to give a customer credit because they are a good customer.

Note that the difference between credit and a refund is a refund happens when you need to send money back to a customer. A credit is when you want to reduce what they owe you - either now or in the future.

To give customers credit, you’ll create a credit memo. Let’s go over how to create a credit memo, send it to a customer, and then apply that credit to an invoice.

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