![]() ![]() If this is the case, the amount will be applied to the customer's future invoices. Usually, the stamp won't appear on the transaction once the Retain as an available credit when recording the transaction. Depending on your need, you can save, print, or send this transaction.I appreciate you for joining the thread, Omar.Īllow me to share some information about recording a credit memo and how to get the Refunded mark.The memo text doesn't appear on this credit memo, but it does appear on this customer's next statement. This text appears only on the credit memo, but not on the customer's next statement. (Optional) In the Print message to customer field, enter a message for the customer. ![]() (Optional) In the Shipping field, add any shipping charges you are crediting, if applicable.(If you don't see a discount field, Discounts are turned off for your company.)Ĭlick the sales tax drop-down arrow and select a sales tax rate. Then enter a number in the field to the right. ![]() To apply a discount, click the Discount drop-down arrow and select either Discount Percent or Discount Value.If you do not see Class, class tracking is turned off. If you don't see the Service Date column, it is turned off for your company. Use the Service Date to indicate when a service was performed or a product was sold. To turn it on, click Sales tax in the left navigation menu and then click Set up Sales Tax. If you don't see a sales tax column, sales tax is turned off for your company. If you change the rate for a product or service, the change doesn't affect the rate for future uses of it.Įnter an Amount if you didn't fill in the Qty and Rate. You can turn it on in Gear icon > Company Settings. If you don't see Qty and Rate, they are turned off for your company. Together, Qty and Rate calculate the amount for a line. The Description text appears on this printed or sent credit memo, but it doesn't appear on the customer's next statement unless you set the preference to use detailed statements. If you don't see a Product/Service column, using products and services is turned off. Enter each charge included in this credit memo.If you use custom fields, enter the appropriate information in the fields.In this case, QuickBooks assigns the credit memo a number after you save it. ![]() If you use automatic numbers, you don't see the credit memo number.
0 Comments
Leave a Reply.AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |