How do I issue a customer credit to an invoice?

The invoice generated has the incorrect amount listed. Rather than delete the invoice and reissue under a new invoice number, the customer was me to issue a credit for the difference as they have already closed off the previous month and can’t make any changes. How do i do this?

Amanda

156 Points
confused

Posted 7 months ago

7 months ago

John G, Information Support Analyst

25,370 Points

Hello Amanda,

Thanks for asking.

Create a Customer Adjustment Note, and then accept payment on the invoice and apply the Adjustment Note (Credit).

regards,
John

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7 months ago

Amanda

156 Points

John, please excuse my ignorance, but I am quite new to this program.

Could you please advise the steps I go through in order to create a customer adjustment note and then the steps on how to accept payment on the invoice and apply that adjustment please? I haven't the slightest clue on where to start

Thanks in advance

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