Page tree

About issuing customer credit

  1. Open the account that you use to track this customer's payments and invoices.
  2. Click  (the Account Actions icon), and then choose New Credit.
  3. In the Credit form, fill out the Customer information area at the top of the form, including customer name, project/job, and business tag.
  4. Fill out the item information for the charge that is being credited.
  5. If you want to preview the credit form, click Print. Then click Preview.
  6. If you want to print the Credit form, click Print. Then click Enter.
  7. At this point, you can either email the credit to your customer, or mail it. (Optional)
  8. Click Enter to record the transaction. Quicken enters the credit in the invoices/receivables register.


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

This feature requires Quicken Home, Business & Rental Property. Learn how you can upgrade Quicken in minutes.