How To Process a Credit note in Quickbooks

When to do a credit note

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STEPS TO PROCESS A CREDIT NOTE

Step 1 

• Navigate to the Sales or Invoices Section

Locate the Invoice, find the specific invoice that needs to be credited. One can search by the invoice number, customer name, or date. Open the Invoice, click on the invoice to open it and review the details before proceeding with the credit.

• Click “Refund/Credit” (top right corner of the screen, in green)

Step 2 

• click "Use credit to apply to invoice" option 2 highlighted below (top right corner of the screen, in green)

Step 3

• click "Apply to an invoice"

When you apply the credit note to an invoice, you're essentially using the credit to reduce the amount owed on the invoice, either partially or fully. 

Step 4

• Click "Save and Close"

 This will save your work or close the current window or document you’re working on. Make sure to save any important data before closing.

• Click the hidden icon arrow

On the bottom right corner of your screen (typically in the system tray near the clock), you see a small arrow that, when clicked, reveals hidden icons. This is where Fiscal Harmony background app might appear.

• Double-click the “Fiscal Harmony” icon

Once you click the hidden icon arrow, look for the "Fiscal Harmony" icon in the list of hidden icons. Double-click on it to open the application or program.