Check the Delayed Charges box and complete the fields.If you do not see the “Create credit memo to give to the customer” or “Enter a credit to appear on the customer’s next invoice” sections after selecting “Give refund or credit,” allow delayed payments. Apply for the credit by clicking the box. On the left under Unbilled charges and credits, or Unbilled charges, credits, expenses, and time, click (+) next to Charges/Credits for more details.Select the chosen client from the client: drop-down.Apply for a delayed credit as a line item on your customer’s next invoice.If the credit memo was applied, check the total to pay and click Save.Choose the credit memo for the invoice.Choose the invoice to apply the credit memo.Leave Amount, Pymt Method, and Ref# blank.ĭeposit To: Since this transaction doesn’t deposit money, leave it blank.Customer: Select the credit memo recipient from the drop-down.Go to Plus Sign Icon > Receive Payment.Plus Sign Icon > Refund Receipt or Credit Memo.Delayed credits influence client balances only when saved invoices include them.įor services the consumer is unhappy with, to counterbalance a credit balance, an item or service not received, or an overcharge, refunds are used.Įntering a credit memo affects a customer’s balance but not their invoice unless manually applied.Only invoices can include delayed credits.A refund is a posting transaction intended to reimburse customers.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |