QB Issue Resolution:
You can create a credit memo once you receive your customer’s referral. I’m here to help you accomplish this.
To start with, you’ll have to create first a service item for your customer referral. And then, add this service item when you create a credit memo for your customers.
Let me show you how:
- Go to the Gear icon.
- Under Lists, select Products and Services.
- Click New.
- Select Service.
- Enter Referral as the name of your service item.
- Type in the necessary information for your service item.
- Click Save and close.
In addition, creating a credit memo allows you to apply it as a credit for your customer’s invoice. Thus, it serves as a bonus for your customer’s invoice.
With this, here’s how you can create a credit memo:
- Go to the Plus icon.
- Under Customers, select Credit Memo.
- Select your customer who gives you the referral.
- Type it the date for your credit memo.
- Choose your service item.
- Click Save and close.
Once completed, you can now apply this credit memo as a referral bonus for your customer invoice.
Lastly, here’s an article you can read to learn more about creating a credit memo: Enter and Apply a Credit Memo or Delayed Credit.
Resolution for Issue 'I am offering my customers $100 off their next order when they refer someone to our company. Is there a way in Quickbooks Online, to add that $100 to their account when referrals come in, so that next time they order, it will automatically take the $100 off? I don’t want to have to try to keep a list of people who have credits manually. Thank you.' available: Yes (Solved).
Source: Intuit Community forum.
I am offering my customers $100 off their next order when they refer someone to our company. Is there a way in Quickbooks Online, to add that $100 to their account when referrals come in, so that next time they order, it will automatically take the $100 off? I don’t want to have to try to keep a list of people who have credits manually. Thank you.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Offering a $ Off with Referral
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Error Recovery for Offering a $ Off with Referral [Canada]
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