Thank you for joining the thread, @userian.
Are you trying to apply the credit memo to the refund you've made with your customer?
If so, this option is unavailable in QuickBooks Online (QBO). Credit memo and refund receipt are two separate transactions.
You use a credit memo to reduce your customer's balance on their next invoice. On the other hand, a refund receipt is used when reimbursing a customer's money.
Since you made a refund to your customer, you can simply record it using the Refund receipt. Here's how:
- Click + New.
- Select Refund receipt or Give refund.
- Choose the customer you want to refund from the Customer ▼ drop-down list.
- Select the Refund From ▼ drop-down menu, then select the bank you deposited the payment for the invoice.
- Add all products or services the customer returned in the PRODUCT/SERVICE column.
- Make sure to fill the service date, quantity, rate, amount, tax, and other fields accordingly, then click Save and close.
If you already created a credit memo, you have to delete it. This way, it won't affect the balance of your customer. Just go to the Sales menu and select Customers. Then, click the name of the customer and open the credit memo. Once done, select More and choose Delete. Finally, click Yes to confirm.
I've also added some resources that you can use to help manage your sales transactions in the program:
Let me know if you need further assistance with this. I'm always around to provide answers and clarifications to your questions. Have a great day ahead and take care.
