Credit Memos
How to Apply Credits to Invoices
There will be times when you need to apply a credit that was created for a customer to a related or unrelated invoice. We do this with the Apply Customer Credits feature. Apply Customer Credits Accessing the feature The Apply Customer Credits feature ...
Credit Memos
Credit Memo A credit memo reduces the amount owed to your company and may be issued because the customer returned all or part of a product on an invoice. Credit Memos / Refunds may also be issued when there a pricing dispute, a marketing allowance, ...
How do I record when a customer over pays and wants to get cash back instead of having a credit?
How to record the repayment when a prepayment gets overpaid (and other financial tongue twisters) The customer sends a check for more than the total on the order, or otherwise overpays on goods or services. When a cash refund is desired rather than a ...