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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.

  • orange_circle_1.gif Select Customers, Create Credit Memos/Refunds, or click the Refunds & Credits icon on the Home page.
  • orange_circle_2.gif Enter the customer’s name and, if applicable, the job to which this credit or refund relates in the Customer:Job field.
  • orange_circle_3.gif Verify that the date is correct.
  • orange_circle_4.gif Enter the item for which the credit or refund is being issued.
  • orange_circle_5.gif Describe the reason for the credit or refund.
  • orange_circle_6.gif Enter the quantity, and, if applicable, the rate.
  • orange_circle_7.gif 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.
  • orange_circle_8.gif 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.)
  • orange_circle_9.gif Save the credit memo.
  • orange_circle_10.gif 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.
  • orange_circle_11.gif Click OK.
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