4/11/2024 0 Comments Quickbooks credit memo refundChoose the Send Feedback Online option.This way, we can enhance your experience with QBDT and this feature recommendation will be shared with our Product Development team. However, we would love to hear your suggestions about having this option and recommend submitting feedback. Regarding the option to save the customer payment as a PFD file, this isn't available yet. Thus, generating a credit memo caused a duplication of the amount. Instead, QuickBooks automatically detects the overpayment and recognizes it as a credit, and will be applied to an open invoice if you haven't processed a refund. Let me provide information about why you're experiencing this, QuickBooks Desktop (QBDT), when we process overpayments and want to apply them to future invoices, we don't have to create a credit memo. If you have other concerns with your customer transactions, let me know. I'll share what else you want to know in QuickBooks Desktop. They can help you build specific and detailed reports in QuickBooks Desktop. If you need assistance running reports such as Profit and Loss or for your sales transactions, I recommend checking out our articles in the Reports topic page. Give your customer a credit or refund in QuickBooks Desktop for Windows.I'll link the articles again if you need help managing your customer credits or statements: Though, you'll have the option to send both the statement and the credit memo. If your customer needs a more detailed transaction, then a statement will work well. This won't show the details on where the credit was applied or where it was created. It will just print an "Outstanding Credit" information. Also, this option will only show if the Payment transaction has an overpayment attached to it. Save it as a PDF, then send it to their email address manually. Click the arrow icon below the Print button.
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