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Replying to:
SarahannC
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Hello there, peggylaughery.
 

Let's figure out why you don't have a Discounts and Credits option. Then, perform the necessary steps to fix it.

 

Before anything else, can you share the exact steps you've taken when trying to write off the bad debt? Can you confirm if you're using QuickBooks Desktop? 

 

The Discount and Credit option is under the Main section after clicking the Receive Payment under the Customers menu. Please see the sample screenshot below.

 

If the Discounts and Credits option is grayed out, it's because there are no open invoices when you attempt to receive the payment.

 

However, if you don't see the said option even though there's an open invoice, let's make sure to update the program to the latest release. This way, you always get our newest security patches and bug fixes. The steps below will guide you through the process.

  1. Go to Help and select Update QuickBooks Desktop.
  2. Select Update Now, then Get Updates.
  3. Close and reopen QuickBooks to install the update again.

 

In case it won't work, I recommend repairing your QuickBooks Desktop for Windows.

 

Additionally, you can visit the following article: Managing Sales and Customers. This provides links on how to handle company income and resources for other customer-related concerns.

 

If you have any specific questions, need troubleshooting assistance, or seek general guidance, the Community is always available to ensure your QuickBooks experience is seamless. 

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