Credit Memos

Susan S. shared this question 2 months ago
Answered

How are you handling credit memos given to customers? (Perhaps related to customer sat on the current event, or to be used on a future event.)

Looking for a sales rep friendly way of recording in IO for future use.

(Gift cards don't flow through to QBD cleanly, so not an option. Commented on an IO You Tube video; no response. If you have a clean process that records a gift certificate in QBD, I'd love to hear about it.)

Comments (3)

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Are you referring to refunds? Refunds will not not show in QB from IO. You would have to manually record in QB.

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Question is about your IO process for refunds (making them usable for future events). I would think we could create an automation to notify when a credit is created and enter it manually in QB.

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You could create a filter for an automation says something like payment amount is less than 0 or account lead balance is less than 0.

Then create an automation to create a task reminder with that filter.

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