View credits for customers

A credit is a non-posting transaction that you can include later on a customer's invoice.

A credit memo is a posting transaction. You can deliver the form to your customer immediately.

This means that:

• Only an invoice can include credits.
• Credits don't affect a customer balance until they are included on a saved invoice.
• Credit memos are used to offset an existing customer balance.

The Transaction List by Customer report shows all transactions. You can customize it to show only credits.

1. In the navigation bar, click Reports.
2. Click All Reports > Review Sales > Transaction list by Customer. (Note: The Transactions list by Customer report is a feature that's available only in QuickBooks Plus.)
3. Click Customize.
4. Click Lists.
5. Click the Transaction Type drop-down arrow and select Non-posting.
6. Click Run Report.

See also

What are non-posting transactions?