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Customer Credit: How do i enter sales rebate to a customer for their purchase? Rebate based on monthly sales

Run the sales by customer report, calculate the amount of the rebate per customer, or export the report to excel and let excel calculate it.

Write a check the customer for the amount and use a rebate expense account, or issue a customer credit to be used later in that amount […]

Resolution for 'Customer Credit issue: 'How do i enter sales rebate to a customer for their purchase? Rebate based on monthly sales' available: Yes.

The Customer Credit 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 Customer Credit issue yourself by looking for a resolution described in the article. If it is a complex Customer Credit issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Credit support options.

For more information about resolving issues related to Customer Credit in Quickbooks/QBO or to get support for the issue 'How do i enter sales rebate to a customer for their purchase? Rebate based on monthly sales', click the link below:

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Customer Credit: How to enter a lawsuit settlement paid over time

This “a journal entry for the 200,000  crediting other income” is why. JE’s bypass accrual vs cash.

You can use a JE to create the receivable asset but not against income. Income happens as the note is depleted.  I know you want the remaining balance to show as an asset on […]

Resolution for 'Customer Credit issue: 'How to enter a lawsuit settlement paid over time' available: Yes.

The Customer Credit 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 Customer Credit issue yourself by looking for a resolution described in the article. If it is a complex Customer Credit issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Credit support options.

For more information about resolving issues related to Customer Credit in Quickbooks/QBO or to get support for the issue 'How to enter a lawsuit settlement paid over time', click the link below:

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Customer Credit: How to I post revenue today which isn’t to be earned until January and February of next year?

clicking here or by using other Customer Credit support options.

For more information about resolving issues related to Customer Credit in Quickbooks/QBO or to get support for the issue 'How to I post revenue today which isn’t to be earned until January and February of next year?', click the link below:

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Customer Credit: if i receive a payment from a customer for $98 and the invoice is for $100 because he took the 2% discount that I offer him. How do i post that when receiving the check

In qbo you have to manually enter a customer credit, using an item you set up which point to an early payment discount income account

then apply that credit memo to the invoice in receive payments

Resolution for 'Customer Credit issue: 'if i receive a payment from a customer for $98 and the invoice is for $100 because he took the 2% discount that I offer him. How do i post that when receiving the check' available: Yes.

The Customer Credit 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 Customer Credit issue yourself by looking for a resolution described in the article. If it is a complex Customer Credit issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Credit support options.

For more information about resolving issues related to Customer Credit in Quickbooks/QBO or to get support for the issue 'if i receive a payment from a customer for $98 and the invoice is for $100 because he took the 2% discount that I offer him. How do i post that when receiving the check', click the link below:

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Customer Credit: How do you write off customer credit?

You can make a invoice, for that amount, and then if you make a Receive payment, and select the customer, and then select both the credit and the invoice, it should zero out.

Resolution for 'Customer Credit issue: 'How do you write off customer credit?' available: Yes.

The Customer Credit 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 Customer Credit issue yourself by looking for a resolution described in the article. If it is a complex Customer Credit issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Credit support options.

For more information about resolving issues related to Customer Credit in Quickbooks/QBO or to get support for the issue 'How do you write off customer credit?', click the link below:

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Customer Credit: Customer credit note has been allocated to the wrong invoice. How do I undo this?

If the payment isn’t reconciled yet, you can delete the payment first and apply the customer credit note to the correct invoice.

Here’s how to delete a payment in an invoice:

  1. Click the Customers tab on the left.
  2. Find and click the name of the specific customer to open the Transaction List tab.
  3. Find and […]

Resolution for 'Customer Credit issue: 'Customer credit note has been allocated to the wrong invoice. How do I undo this?' available: Yes.

The Customer Credit 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 Customer Credit issue yourself by looking for a resolution described in the article. If it is a complex Customer Credit issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Credit support options.

For more information about resolving issues related to Customer Credit in Quickbooks/QBO or to get support for the issue 'Customer credit note has been allocated to the wrong invoice. How do I undo this?', click the link below:

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Customer Credit: How can I allow staff to create an estimate that will exceed the customer credit limit? (I cannot give this staffer “Full Access”)

Does enterprise have a setting that prevents an estimate to be saved if it exceeds the customer credit limit?  Pro and Premier do not have that at all.

Prevents is the key word in my question.  All I get is a warning that the customer credit limit will be or is […]

Resolution for 'Customer Credit issue: 'How can I allow staff to create an estimate that will exceed the customer credit limit? (I cannot give this staffer “Full Access”)' available: Yes.

The Customer Credit 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 Customer Credit issue yourself by looking for a resolution described in the article. If it is a complex Customer Credit issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Credit support options.

For more information about resolving issues related to Customer Credit in Quickbooks/QBO or to get support for the issue 'How can I allow staff to create an estimate that will exceed the customer credit limit? (I cannot give this staffer “Full Access”)', click the link below:

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Customer Credit: How can I delete years old bills from Pay Bills Screen safely?

If it is a vendor bill, create vendor credits for each one in the current fiscal period, then apply them to the bills by going to vendor>pay bills and use a date also in the current fiscal period.

The same for customer invoices, if you meant that.  Use customer credit and […]

Resolution for 'Customer Credit issue: 'How can I delete years old bills from Pay Bills Screen safely?' available: Yes.

The Customer Credit 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 Customer Credit issue yourself by looking for a resolution described in the article. If it is a complex Customer Credit issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Credit support options.

For more information about resolving issues related to Customer Credit in Quickbooks/QBO or to get support for the issue 'How can I delete years old bills from Pay Bills Screen safely?', click the link below:

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Customer Credit: Should I simply void invoices already included in CRA Income Tax filing and resubmit the correction OR is there a more proper method for doing this?

A credit memo can be created for reasons other than Bad Debt. In this instance where the services were never delivered I would create a Customer Credit with a current date using the same Item and Tax code as the original invoice. Once created, apply the Credit to the outstanding […]

Resolution for 'Customer Credit issue: 'Should I simply void invoices already included in CRA Income Tax filing and resubmit the correction OR is there a more proper method for doing this?' available: Yes.

The Customer Credit 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 Customer Credit issue yourself by looking for a resolution described in the article. If it is a complex Customer Credit issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Credit support options.

For more information about resolving issues related to Customer Credit in Quickbooks/QBO or to get support for the issue 'Should I simply void invoices already included in CRA Income Tax filing and resubmit the correction OR is there a more proper method for doing this?', click the link below:

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Customer Credit: Check recorded as sales receipt instead of payment in prior year.

clicking here or by using other Customer Credit support options.

For more information about resolving issues related to Customer Credit in Quickbooks/QBO or to get support for the issue 'Check recorded as sales receipt instead of payment in prior year.', click the link below:

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