A customer credit is money that you owe to a customer.
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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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To 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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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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To manually create a credit for a non-item sale
Before you manually create a credit of this type for the first time, you may want to create an account for tracking returns and allowances, if one does not already exist in your Accounts List. For more information about creating accounts, see Set a password for the company file.
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Select the Invoice status from the 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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In the Account column, select the account to be credited. This is the income account you use to track 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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In the Ship column, type the number of items being returned as a negative number. The costs of the items appears as a negative amount.
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