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Reverse an existing sale. Use this method if the customer has paid for the entire sale.
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Manually create a credit. Use this method if you are crediting the customer for part of a sale.
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Before you can reverse an invoice, the transaction must be unchangeable, that is, the Transactions CAN’T be Changed; They Must Be Reversed option must be selected in the Security tab of the Preferences window.
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Find and open the invoice. For more information about finding invoices, see Finding a transaction.
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Go to the Edit menu and choose Reverse Sale. A credit note appears in the Sales window. Note that the invoice amount is a negative amount.
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If you want, you can make changes to the credit note (such as changing the date and memo), but you can’t change the accounts, amounts and quantities that are associated with the credit.
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To manually create a credit for a non-item sale
Before you manually create a credit of this type for the first time, you need to have an account for tracking returns and allowances. Check your accounts list for an income account named ‘Sales Returns and Allowances’. If it doesn’t exist, you need to create it. For more information about creating an account, see Set up accounts.
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Select the Invoice status from the drop‑down list in the top left corner of the window.
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In the Description column, enter a description of the credit for your records.
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Select the account to be credited. This is normally an income account called ‘Sales Returns and Allowances’.
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In the Amount field, type the amount of the credit as a negative amount.
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Select Invoice from the list in the top left corner of the window.
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