Entering customer credits and returns

Customer credits can be created in several ways. The topics below explain the techniques you can use to create customer credits.

If none of these procedures is appropriate, use the more general procedure (To create a customer credit).

• To refund/return an entire sale: To reverse an invoice

• To accept a partial return of items

• To process an overpayment: To receive a payment (Receive Payments window)

• To delete an order with a payment applied

• To use customer credits to remove bad debts

• To track work on retainer using a customer credit

Related topics

• Settling customer credits
• Finding, deleting and reversing customer credits