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May 28, 2022
Question

Can yo add a customer credit on the mobile app?

  • May 28, 2022
  • 1 reply
  • 2 views
No text available

1 reply

MichelleBh
Level 8
May 28, 2022

I've got an answer to your query about entering customer credit in the mobile app and some alternatives, @john.burgtorf.

 

I'll make sure you can enter customer credit in QuickBooks Online without a moment's delay. 

 

Yes, QuickBooks Online mobile app can add customers' credit like invoice payments. Let me show you how:

 

  1. Go to the Menu ☰ and select the All tab.
  2. Click Invoice Payments.
  3. Pick the customer who paid you and hit the Edit ✎, to add payment details.
  4. Complete the required information and choose Save

 

However, if you'd like to add a Credit Memo or Delayed Credits, it would be preferable to add these through the browser. Visit the link below on how to create and apply a credit to customer transactions: Create and apply credit memos or delayed credits in QuickBooks Online.

 

Additionally, check out these articles below to know the QuickBooks mobile app features comparison and how to manage customer's credits: 

 

 

Shoot me a message if you've ever had any questions about customer's credit. I'd be more than happy to help you out. Keep safe always.