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Watch as Geoff shows you how to create a credit memo in QuickBooks Online, when to issue them, why they're needed, and best practices for applying them to you invoices. Whether you're dealing with overpayments, product returns, or store credits, this tutorial has got you covered. See why Method is the #1 QuickBooks CRM: https://MIurl.cc/pLzG1lZmI Chapters: 0:00 Intro 0:14 What is a credit memo 0:21 When to create a credit memo 0:45 How to create a credit memo in QuickBooks Online 1:34 How to apply the credit memo 2:18 How to apply credit memo to invoice 3:04 Checking credit memo status 3:11 Change credit memo settings 3:50 How to automate your quote-to-cash cycle ************************ ABOUT METHOD Method revolutionizes how small businesses manage their customers by providing a comprehensive platform customizable to how you work. Centralize everything you need to know about your customers so nothing gets missed! Power your business with automation and start your free trial of Method today: https://MIurl.cc/8ZORzO5mI #quickbooksonline #quickbookstutorial #creditmemo