Modify, Delete or Cancel Customer Invoice (Credit Memo) Process Documentation : Silver Linings Accounting & Advisory Inc.

Modify, Delete or Cancel Customer Invoice (Credit Memo) Process Documentation Print

Created by: Justin Chan

Modified on: Tue, Aug 28, 2018 at 10:40 AM

The purpose of this document is to provide step-by-step instructions for creating customer credit memos and applying them as payments in QuickBooks Online (QBO). It answers the following questions:

What is a customer credit memo?
When do I use customer credit memos?
Why do I need to use customer credit memos?
How to I make a change on an invoice that has already been created?
How do I modify or delete an invoice that has already been issued to a customer?
How do apply the customer credit memo to an open/outstanding invoice?

Justin is the author of this solution article.

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Modify, Delete or Cancel Customer Invoice (Credit Memo) Process Documentation Print

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