Learn when and how to give a credit note or delayed credit to a customer.

Unsure whether to enter a Credit Note or Delayed Credit? Here, we outline what makes these two different, and how you can apply them to your customer transactions.

If you need to record a customer refund instead, get more help here.

 

Enter an apply a credit note

Step 1: Enter the credit note

  1. Go to the Create ⨁ icon and select Credit Note.
  2. Fill out all required fields (including the customer name, date, products/service items, quantities, and amounts).
  3. Select Save and close.

Step 2: Apply the credit note

  1. Go to the Create ⨁ icon and select Receive Payment.
  2. Complete these fields as follows:
    • Customer
    • Date
    • Memo (Optional)

    Note: Leave the fields Pymnt Method, Ref#, Deposit to, and Amount blank.

  3. Under Credits, select the Credit Note.
  4. Verify that the total to pay (if any) is correct after applying the Credit Note.
  5. Select Save and close.

Enter and apply a delayed credit

Step 1: Enter the delayed credit

  1. Go to the Create ⨁ icon and select Delayed Credit.
  2. Complete all the necessary fields (including the customer name, date, products/service items, quantities, and amounts).
  3. Select Save and close.

Step 2: Apply the delayed credit

  1. Go to the Create ⨁ icon and select Invoice.
  2. Choose the appropriate customer and complete the necessary fields.
  3. Available delayed credits are listed on the right pane of your invoice.
    Note: If you don't see this, select the arrow next to the invoice balance.
  4. To add a delayed credit to the invoice, select Add.
  5. select Save and close.

Note:  Keep in mind that adding a delayed credit to an existing invoice with a prior period date will change prior period balances.