If you haven’t already read the Customer Credits Overview, see Creating customer credits for more information.

1. If necessary, create an account designated for tracking returns and allowances using the Accounts List and Edit Accounts windows in the General Ledger Command Center. Be sure the new account is an expense account. See Creating accounts for more information.
2. Click the Enter Sales option in the Sales Command Center to open the Sales window.
3. Click the Layout button. The Layout window appears; choose either Service or Professional.
4. Click OK.
5. Enter transaction information in the top of the Sales window as you normally do.
6. Enter whatever text you’d like to use to describe the transaction in the Description column for the first line item.
7. In the Acct# column for the first line item, enter the account described in step 1.
8. In the Amount column for the first line item, enter the amount you owe the customer. Enter this amount as a negative amount; in other words, use a minus symbol (-) before you enter the dollar amount.
9. Click Record. A customer credit is created.
10. When you’re ready to settle the credit, use the procedures To apply a customer credit (from the Customer Payments window) and To write a refund check (from the Sales Register).