Add and Apply a Credit (QBO)

If you sync with QuickBooks Online, adding and applying a credit is different from the normal process. You must first add a credit and then apply it by adding a payment.

Warning: If you sync with QuickBooks Desktop or do not sync at all, please use the standard Add a Credit process.

To add a credit, follow these steps:

  1. Navigate to the Client who will receive the credit.
  2. Select Add a Transaction > Add a credit.



  3. Fill out the fields in the Add Credit overlay.



  4. Click Save.
  5. Select Add a Transaction > Add a payment.



  6. On the Add Payment overlay under the Invoices tab, enter the amount of the credit to be applied toward the needed invoice.

    Note: The Amount field at the top under Payment Details should remain $0.00.



  7. Select the Credits tab and enter the amount of the credit to be applied to the Invoice.



  8. Click Save & Close.
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