Moha: Created page with "In QuickBooks you can enter a credit memo: * Click '''Customers''' > '''Create Credit Memo/Refunds''' File:CreateCredit.png * Fill out the Credit Memo * Click '..."

2011-06-10T14:14:50Z

Created page with "In QuickBooks you can enter a credit memo: * Click '''Customers''' > '''Create Credit Memo/Refunds''' File:CreateCredit.png * Fill out the Credit Memo * Click '..."

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In QuickBooks you can enter a credit memo:

* Click '''Customers''' > '''Create Credit Memo/Refunds'''

[[File:CreateCredit.png]]

* Fill out the Credit Memo
* Click '''Save''' '''and Close'''.
* In the Available Credit window, choose if you want to '''apply the credit to an invoice or retain as an available credit'''. Click '''OK'''.

[[File:AvailableCreditWindow.png]]

 Credit applied to an invoice 

When SME and QuickBooks sync, the credit will be a Distributed Payment in SME.

You can find distributed payment by going to the invoice and select the Payments tab (image 1 below) or by going to '''Receivables''' module > '''Payments''' > '''Search Distributed''' (image 2 below)

[[File:CreditAppliedOnINvoice_Image1.png]]

[[File:CreditAppliedOnInvoice_Image2.png]]

 Credit Memo retained as an available credit 

When SME and QuickBooks sync, the credit will be in SME as an Open Balance. To find the Open Balance, go to the '''Receivables''' module > '''Payments''' > '''Search Open Balances''' (shown in image 3 below).

 NOTE : Applying the credit (open balance) to an invoice will have to be done in QuickBooks.

[[File:CreditREtained_Image3.png]]

Credits Entered in QuickBooks - Revision history

Moha: Created page with "In QuickBooks you can enter a credit memo: * Click '''Customers''' > '''Create Credit Memo/Refunds''' File:CreateCredit.png * Fill out the Credit Memo * Click '..."