How to give customers credit in QuickBooks Online

You can use QuickBooks Online to issue credits to your customers. You might want to do this to reduce what a customer owes on an invoice, or to write off the balance of an invoice you’ll never receive, like bad debt.

Credits are different from refunds. You issue a refund when you send money back to a customer. You issue a credit to reduce what a customer owes you now or in the future.

We’ll go over how to record a credit memo, send it to a customer, and then apply it to an invoice.

0:00 How to give customers credit in QuickBooks Online
0:40 Create a credit memo
1:31 Apply the credit memo to an invoice
3:18 Change settings to automatically apply credit memos

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