![]() Select Accounts Receivable on the first line of the Category column.From the Payment account dropdown, choose the bank account where you deposited the payment.From the Payee dropdown, select the customer you want to refund.Go to More, click Delete, then select Yes.Select the customer whom you refunded and click the refund receipt created. ![]() Doing so reduces your bank's balance and offsets the customer's credit. However, you can delete the refund receipt and record the refund as a Check in QBO. Since a refund receipt is already created, you're unable to link the credit memo to that payment. Let me guide you further in linking the credit memo to the customer's payment refund in QuickBooks Online (QBO) so your accounts will stay accurate. I'm always here to keep an eye out for your queries. Keep in touch if you need additional assistance applying credit memos in QBO. This way, they'll appear professional to your customers, and you'll be able to include information relevant to your business. Īdditionally, you'll be interested in customizing your sales forms in QBO. To apply the credit memo to an invoice, please refer to the steps in this article: Create and apply credit memos or delayed credits in QuickBooks Online. You can also create a custom credit service item to easily add it to credit memos as a single line item. ![]() Enter the credit memo details, such as the date and the amount.Select a customer's name in the Customer dropdown.Instead of a refund, some customers would rather receive a credit to lower the balance on their subsequent invoice. I'll lead you through the steps on how to apply a credit memo refund from QuickBooks Payments to your customer's invoice in QuickBooks Online (QBO). Thanks for chiming in on this thread, Beth. ![]()
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