Record a cancellation
About recording cancellationsIf a customer cancels an order that hasn't been paid for, you can issue a credit using the customer credit form. The customer credit form is basically an invoice with a negative amount.
- Open the account that you use to track this customer's payments and invoices.
- Click
(the Account Actions icon), and then choose New Credit. - At the top of the Credit form, fill out the customer information area.
- Enter the canceled items in the line item area.
- If you want to preview the credit form, click Print. Then click Preview.
- Tell me moreYou see how the printed credit form will look and you can go back and make any changes if necessary.
- If you want to print the Credit form, click Print. Then click Enter.
- Tell me moreQuicken enters the credit in the invoices/receivables register which decreases the customer's outstanding balance.
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