![]() I'm just a post away if you should have any questions. I want to ensure that you're able to credit the customers for donating the old textbooks and I'm attaching a video to serve as a reference for this:Īdditionally, the following article is a guide for applying credit memos: Apply a Credit Memo, Credit or Refund to a Customer. I want to make sure this is resolved for you. ![]() If this is a feature youd like to see incorporated into QuickBooks Online in the future, Id recommend leaving us your ideas by clicking the Gear icon > Feedback. You can make them within the account easily All you have to do is click + New > Credit Memo. Since you don't have the option for checking apply credits, does the credit memo appear as Paid when you pull it up? If so, selecting the blue link below Paid, then the blue link for the date will pull up which invoice that it's applied to. To more about applying a credit in QuickBooks Online, you can check out these articles: Handle a customer credit or overpayment in QuickBooks Online Create and apply credit memos or delayed credits in QuickBooks Online Please keep me posted on how it goes from your end. At this time, youre not able to import credit memos. The following article contains additional insight, as well as steps for supported browsers: Delete or Disable Cache and Temporary Internet Files in Your Web Browser. Im adding these articles if you wish to refund and record your customer in the future: Void or refund customer payments in QBO. Learn more about handling your customer credit memo here: Handle a customer credit or overpayment in QuickBooks Online. Cache is designed to speed up browser loading times but can interfere with processes if too much is collected and cause unexpected behavior. Click the Print, if you wish to print your credit memo. ![]() If the More option isn't appearing after saving, I recommend clearing the cache of your browser as a troubleshooting step. ![]() I'm including a brief video to serve as a visual guide: Just to confirm, were you trying to delete the credit memo after saving it? The More option will not appear until the transaction has been saved. I'd be happy to help you with credit memos in QuickBooks Online. ![]()
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