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Sales

Entering customer credits, refunds and returns

There are several way to create customer credits. The topics below explain the techniques you can use to create customer credits.

If none of these procedures is appropriate, use the more general procedure (To create a customer credit).

• To refund/return an entire sale: To reverse an invoice

• To accept a partial return of items

• To process an overpayment: To receive a payment (Receive Payments window)

• To delete an order (with a payment)

• To use customer credits to remove bad debts

• To track work on retainer using a customer credit

Related topics

• Settling customer credits
• Handling customer credits, refunds and returns
• Finding, deleting and reversing customer credits