How do I issue a customer credit?

About issuing customer credit

Use a credit form to record returned items or canceled orders for which you've already sent an invoice and received a payment.

Open the account that you use to track this customer's payments and invoices.
Click
(the Account Actions icon), and then choose New Credit.
In the Credit form, fill out the Customer information area at the top of the form, including customer name, project/job, and business tag.
Fill out the item information for the charge that is being credited.
If you want to preview the credit form, click Print. Then click Preview.
You can close the preview, return to the form, and then make changes if necessary.
If you want to print the Credit form, click Print. Then click Enter.
At this point, you can either email the credit to your customer, or mail it. (Optional)
Click Enter to record the transaction. Quicken enters the credit in the invoices/receivables register.
When you create a new estimate, invoice, or credit, Quicken displays the last layout you used for that transaction type. If you want to use a different layout, select the one you want from the Layout list. Use the Forms Designer to customize your business forms.

You can create and customize a credit form just as you do an invoice.

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