Please let me know by tagging if you need further assistance. Please let me know by tagging if you need further assistance. It simplifies the process of recording payments and it offers reports that let you keep track of it all. If you don't see this, tap the small arrow next to the invoice Balance Due. This opens a window with all open transactions for the customer, including invoices and delayed credits. It also provides details on how to create specific custom reports such as sales orders and payments. In the Customer dropdown, select the customer. You can also check out this article about different reports in QuickBooks Desktop: Customize customer, job, and sales reports in QuickBooks Desktop. Just go to the Reports menu and then select Sales, then choose Sales by Rep Detail report. In the Message displayed on statement box, enter Bad Debt. In the Amount column, enter the amount you want to write off. In the Product/Service section, select Bad debts. Select the customer from the Customer dropdown. This way, credit memos will reduce sales for each Sales Rep. Step 4: Create a credit memo for the bad debt. Once done, you can now pull up a report that will show the Sales Rep to the credit memo. Check the REP box and then edit the Title.On the Credit Memo window, go to the Formatting tab.If you missed the Sales Rep selection field, let's make it appear by customizing the Credit Memo template. Check if the Sales Rep selection is available.Here are the key differences: To watch more how-to videos, visit our Turn on auto-apply credits if you want to automatically apply credits to the oldest open invoices for the same customer. Select Credit Memos and then double-click the credit transaction. In QuickBooks, you can give credit using a credit memo or delayed credit.
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