Thanks for getting back to us, @ksottile. I'll share other steps that can help you with your invoice.
Since you don't want to refund the customer, you can create a non-inventory item. Set an expense account on the item screen to a discount account (it should be a sales discount income account, but if you already have a discount expense account you may use that). Then, on the customer credit, use that item and enter the amount as a positive
Here's how:
- Go to Sales, then select Products & services (Take me there).
- Select New.
- Choose Non-inventory.
- Enter the Return item as the name of the product or service.
- From the Category ▼ dropdown, select the category that best describes your product or service. Learn more about item categories.
- When you're done, select Save and Close.
For more details, see this article: Add product and service items to QuickBooks Online.
Additionally, it's important to note that all sales with applied sales tax will also have sales tax applied when the item is returned, regardless of how the credit for the return is utilized.
Upon sharing the steps above, I'd suggest contacting your accountant. They can give you advice on how to handle this kind of situation to ensure your books are accurate.
Let me share these resources that will guide you with your payments and how to personalize your sales forms:
Let me know by leaving a comment if you have further questions about your concern with QuickBooks. I'm always right here to help you anytime. Have a nice day!
