Sign New York Banking Credit Memo Computer

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Sign in New York Credit Memo for Banking

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Industry sign banking alaska credit memo online

all right in this video we're going to go over how to create a credit memo for your client and then how to apply that to an invoice okay so you have here on your screen refunds and credits it's kind of a little deceiving there it's really credit memo we're going to go ahead and click on that though so it pops up my credit memo screen alright we're going to say which customer do we have a credit memo for we're going to do it to Kristy Abercrombie one of the nice things you know they have this show history now in the newest versions of QuickBooks it is kind of nice to be able to see what my open balance is because we don't want to give her a credit or you know I guess we'll give her a credit for what we need to give her credit for but you do want to make sure that you see what the open balances over here and you know the recent information that is on the screen so we're going to go ahead and create a credit memo this is entirely customizable you can go in and customize it just like all of the other forms add all the information that you want here including our custom our custom headers and our custom columns that we have already set up okay I'm go ahead and say okay here alrighty so you choose the item that you're going to give a refund for we're going to give a refund for some brass hinges that she bought and she bought five and it's taxable okay so we can go ahead and save this print it out and give it to our client or email it to our client okay so when I save this it's going to give me a little pop up here alright or I could have also said use credit two and it would have given me the same pop up so now you have a choice do you want to use credit to retain as an available credit so do you want it to just sit in you know in your accounts receivable so that in the future we can apply it to or they can apply it to whatever invoices they want to the benefit of doing that of course is that it's it's there's available credit until you see it pass through on their check so at some point they'd have to actually in their system apply the credit to an invoice and then that way you can track it because you see which invoice they applied the credit memo to that's usually a great way to do it so that your accounts receivable doesn't get off from there accounts payable for you okay you can give a refund to the client meaning cut them a check okay so if I chose give a refund here I'm going to say okay it's going to pop up here how are you going to issue the refund via check what's email what bank account is it coming from it's a manual check you can uncheck this to be printed and put in the check number there what's your class what's the memo again all right but I'm going to say cancel there and I'm going to say use credit too and we can say apply to invoice now if I we retain it as credit it's just going to say save and close closes out right there and it's going to sit in our accounts receivable area as a negative so as a credit if we applied to an invoice we can go ahead and say okay here it's going to pop up all of our open invoices for Christie for Abercrombie Christie all right now here notice it says that we only have 11 dollars so what was it talking about when it said we have a balance of eight hundred and forty seven dollars or seven hundred seventy nine dollars you know what I don't we don't quite understand why that's happening and that's because when you create a credit memo you have to apply it to the job that you you know you have to put the credit memo to the job that is has a balance if you want to apply to that job so this job has a balance of eight hundred fifty three dollars so now if I say I want to use credit to apply it to an invoice this is going to pop up here first it's going to say you save you know do you want to say this then I have these invoices there notice now I have some invoices here and I can apply it to one of these invoices okay so I could check mark here and it would apply 84 dollars and 85 cents to this invoice okay i'ma uncheck that all right so those are the three different options so now that I showed you the other two that you happen right here I'm going to use credit to retain as an available credit okay so once I do that say save and close here now I get a check from the customer and I see that they've applied that credit to one of the invoices that we have here so I'm going to come in here and go to Kristy Abercrombie okay see here I have a credit of 84 dollars and 85 cents here so let's just say that they paid oops they applied the payment to this this right here and then they so they applied the credit to this invoice right here and then they paid us the balance which was 223 50 59 okay so what are we going to do you you put in the check amount to 23:59 it's going to automatically pick that first one but it might not be for that one it might be for this one you know so but it really was going towards this this invoice right here the payment was going towards this invoice and then we go ahead down to discounts and credits check that off we select the credit that we're going to apply so we check that off there say done it adds an additional column in here for us it says okay so amount due was 308 forty-four credits or 8485 payment is two 23:59 so that's how much cash we're going to be receiving because we're applying this credit that they have okay so we're going to go ahead and say save and close now when we go record our deposit the check you know the deposit that we're going to be putting our bank is only two 23:59 and if we go look at the customer center and we look at the credit memo here you see that the remaining credit is zero okay so this this credit has been applied to an invoice now

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