To reverse an applied customer credit

If you haven’t already read the Customer Credits Overview, see Finding, removing and reversing customer credits for more information.

Use this procedure only if your transactions are changeable. See What are changeable and unchangeable transactions? for more information.

The customer credit you want to reverse should be displayed. If you need help doing this, see To find a customer credit before it’s settled, To find a customer credit after it’s applied or To find a customer credit after you’ve written a refund check for it.

  1. Choose Reverse Credit from the Edit menu. After a few moments, a new transaction, with an amount exactly opposite of the customer credit’s amount, will be displayed in the Settle Returns & Credits window.

  2. If you want, you can make a few changes to the new transaction (such as the date and the memo), but you can’t change the amounts that are associated with it.

    If you’re reversing a customer credit from a previous accounting period, consider assigning a date from that period to the new transaction. This will allow your reports for that accounting period to reflect the proper amounts.

  1. Click Record.

    The applied customer credit is reversed, and the balance of the sale to which you originally applied the customer credit is returned to its previous amount.

  1. Keep in mind that an outstanding customer credit exists again for this customer. To settle the customer credit, you can either apply the amount of the customer credit to the customer’s outstanding sales balance or write a refund check to the customer for the amount of the customer credit.

Keyword: credit invoices

To reverse an applied customer credit