How to deduct a CR from a Customer

Let's figure out how to deduct a credit from your customer, Royo.

If your concern is how to apply a credit to a customer, let me guide you through the process:

1. Go to +New and select Credit note.
2. Choose the customer in the dropdown.
3. The associated invoice will show on the right side of the page.
4. Click the Add button.
   
   
    
5. Enter the amount in the Amount column.
   
   
    
6. Once done, click Save and close.

Please refer to this article for more details on applying the credit memo to the invoice: Create and apply credit memos or delayed credits in QuickBooks Online.

If your concern is to deduct or remove a credit (credit note) that has already been applied to your customer, here's how:

Sometimes, a credit might have been applied in error, or there’s a need to adjust the customer’s balance by removing an existing credit memo. In those cases, follow these steps:

1. Go to Customer & leads in the menu, then select the Customer tab.
2. Select the customer account to identify the specific invoice, and click the View/Edit in the Action column with a credit memo applied.
3. Click the 1 payment made on and tick the date hyperlink.
   
   
    
4. You'll be routed to the Receive Payment page. From the Credits section, uncheck the box of the applied credit note.
   
   
    
5. Click Save and close.

Double-check the updated customer account balance to ensure the credit note has been successfully deducted or removed, and mark it as Unapplied.

If you have other concerns, revisit this page again. We're here to answer them in any way we can.