Issue credit for a customer account without receiving payment

Problem

You need to issue credit to a customer account without collecting payment. This is due to the customer receiving a discount. You want it to be visible in the customer account.

Solution

1. Create a payment type to be used when issuing credit after a discount. You can label this payment type as Credit Issued.        

   Note: Set this payment type to export as Journal Entry so the credit gets exported to QuickBooks correctly.

2. Go to the customer profile and collect a payment.

3. On the Collect and Apply Payments screen, select the payment type you created in step 1 and enter the amount you want to issue to the customer as credit.

4. Select Apply to Customer Profile.

5. When finished, click Save.