This article covers How do I scenarios and Unexpected results when working with sales receipt, payments and credit memo in QuickBooks Desktop. For general information and A/R related workflow, see Accounts Receivable 101.
Scenario: You need to issue a refund check to a customer with multiple credit memos.
Scenario: The business requires you to us price rules in credit memos
Scenario: You need to pint a refund check using different payee information.
Scenario: You need to apply a credit from one job to another customer job
Solution: Transfer and apply a customer credit from one job to another job
Scenario: You used your credit card to pay for an item that you will later charge to your customer. However, your customer paid your credit card company instead of paying you.
Scenario: QuickBooks Desktop failed to warn you that there are duplicate sales receipt numbers.
Scenario:You are trying to create sales receipt or receive payment for a customer but payment using credit card is not available or grayed out.
Possible reason: The default payment type set for the customer is not credit card.