Issue Credits and Make Refunds in Quickne 2012

Quicken 20125 provides commands and windows for issuing credits and for making refunds to customers. To record a credit — a credit is essentially a backwards invoice that says you owe your customer money rather than the other way around — display the Business tab, click the Business Actions button, and choose the Invoices And Estimates→Issue Credit command.

When Quicken displays the Credit window (which is a mirror image of the Invoice window), record your credit memo. You won’t have any trouble using the Credit window if you’ve previously used the Invoice window.

To refund money to a customer because of an earlier credit memo, display the Business tab, click the Business Actions button, and choose the Invoices And Estimates→Issue a Refund command.

When Quicken displays the Refund dialog box, identify the account you’ll write the refund check on, specify to which customer you want to issue a refund by using the Customer box, and then click Enter. Quicken records a check for you in the appropriate bank account register.

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