![]() ![]() This will take you to the Sales Transactions page.Navigate to the Sales menu on the left panel and select All Sales.Let’s open the sales entry one at a time and click the payment made link to see the complete details. I’ll help make sure you can see all transactions the credit memo is used for. We are always here to help.Thanks for joining this thread, WhitneyGreenTree. If you have any further questions or concerns about invoices and payments, don't hesitate to reach out to us. In addition, if the payment is for another customer invoice, follow this link as a guide: How can I change a payment I've received to a different customer? You can check out this article for an alternative option to apply a payment to the appropriate invoice: Fix a payment applied to the wrong invoice in QuickBooks Online. Put a checkmark or select the correct invoice to apply for the payment.In the Recieve Payment window, under the Outstanding Transactions uncheck the invoice to unlink the payment.Locate the payment and click View/edit option in the Action column.Go to Customers & leads, then Customers.If QuickBooks has automatically applied a payment to an open invoice and you need to change it to another invoice, you can follow these steps: I'll guide you on how to allocate a payment to a different invoice within QuickBooks Online. If you have follow-up questions while applying the refund and the payment entries, let me know by leaving a comment below. Void or refund customer payments in QuickBooks OnlineĪside from that, you can get more tips while working with your sales and other customer transactions in the future: Topics about your company's income and customers.Record a customer refund in QuickBooks Online.Choose the refund entry and the available credits under the Outstanding Transactions and Credits sections.įor more hints while handling customer refunds and payments, you can open these articles:.Locate the refund entry, then update the account to Accounts Receivable.Īfter that, use the Receive Payment feature to link the two transactions.Select the name, then go to the Transaction List.I'll show you how to apply the refund transaction to the payment amount sitting as a credit on your account.Īs an initial step, you need to open the refund transaction and update the account under Category to Accounts Receivable to close the pending or unapplied payment. I'm always around to provide answers and clarifications to your questions. Let me know if you need further assistance with this. Record a customer refund in QuickBooks.Create and apply credit memos or delayed credits in QBO.I've also added some resources that you can use to help manage your sales transactions in the program: Once done, select More and choose Delete. ![]() Then, click the name of the customer and open the credit memo. Just go to the Sales menu and select Customers. This way, it won't affect the balance of your customer. If you already created a credit memo, you have to delete it.
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