![]() Never hesitate to visit us again if you have other questions about QuickBooks. ![]() Create and apply credit memos or delayed credits in QuickBooks Online. Youll see the credit details under Payments. Why doesn't the "write off the extra amount" option in the receive payments window do a similar thing? That is so much easier to do and was the way I was doing it before but then discovered I was paying the tax on the amount written off. Click the Reports tab at the top of your invoice. ![]() To learn more on how to give a credit memo to your customer, please check this out: Enter and apply a credit memo or delayed credit. Click Save and send to send the statement. Click Print or Preview to review the statement. Then the invoice shows up on the sales tax as a positive entry followed by a negative entry for the same amount, therefore making the sales tax due zero.Įither way it is a pain since you have to either go copy the item amounts from the original invoice or you have to do the other suggestion of unchecking the taxable box and deleting or making the memo untaxable. On the customers account, click the New transaction button at the top. The credit memo has to be entered to match the original invoice items and then kept as taxable. The problem is, is that I dont recall ever creating a credit for this customer. When I run a report or open the unpaid invoice my only option (as far as I can tell) is to receive payment and input a monetary amount in the amount paid block before I have the choice to write the unpaid balance off. Would you like to apply those credits to this invoice now' keeps appearing. Someone PLEASE hold my hand I see all this advice to attach memos, etc. ![]() I just tested what you said and I think it worked but I did not have to delete the credit memo or mark the invoice untaxable. When I create an invoice for XYZ Customer, the message 'This customer has available credits that can be applied to this invoice. Get tips and best practices from other QuickBooks users and experts. Find answers to common questions and troubleshoot issues with credit memos. Oh I think I see, I have been making the credit memo untaxable because I don't know what the subtotal of the invoice is and also trying to keep the whole thing off the sales tax table. Learn how to create, apply, and refund credit memos for your customers in QuickBooks Online. ![]()
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