Enter a customer credit

You can enter the credit so that it will be available to include on the customer's next invoice. Or, if you prefer, you can create a credit memo to immediately post the transaction.

For more information, see What's the difference between a credit memo and a credit?

See also:

To enter a new credit:

  1. Click Create (+) > Credit memo.
  2. Choose a customer to credit. Or add a new customer. How? Closeda. Type the name, and press Tab.
    b. To enter the customer quickly, click Quick Add. You can go back later to the Customer Center and add more details. Or, you can enter all the details right now by clicking Add All Info.
  3. (Optional) Choose a Department/Location. If you don't see it, department tracking is turned off. What is department tracking?
  4. (Optional) If you are using custom transaction numbers, you can edit the Credit No. If you use automatic numbers, you don't see Credit No.; the credit isn't numbered until you save it.
  5. Make sure Credit Date is the date you're giving the credit.
  6. Enter a line for each part of the credit. You may need to enter multiple lines if you're giving credit for different lines on a corresponding charge.
Product/Service

(Optional) If the credit is for a refund, enter the same product or service used on the original charge.

If the credit isn't a refund for a previous charge, create a product or service to track credits or discounts. How?

If you don't see that column, it is turned off. You can turn it on in Gear icon > Company Settings. How?
QTY/Rate

(Optional) If the credit is for a return, enter the number of things returned (quantity) and their original price or rate.

If you don't see the QTY and Rate columns, the setting is turned off for your company. You can turn it on in Gear icon > Company Settings.

If you change the price/rate for a product or service, the change doesn't affect the price/rate for future uses of it.
Description  

The description you provide appears on the customer's invoice.
Class  

(Optional) Choose a class. If you don't see the Class column, class tracking is turned off. What is class tracking?
Amount  

Enter an amount if you didn't fill in the Qty and Rate.
Tax  

Select this box to mark this credit's amount as taxable. Sales tax will be credited when you include this credit on an invoice.

If you don't see a Tax checkbox, sales tax is turned off for your company. To turn it on, click Sales tax in the left navigation menu and set up a tax.

  1. (Optional) Enter a Memo.
  2. (Optional) If you want the credit to repeat, click Make recurring and specify when it occurs again.
  3. Click Save.

The credit appears on the customer's next invoice and on the Receive Payment page the next time you receive payments from that customer.

Which account does a credit post to?