00:09To be honest, we will be able to make returns or refunds for our customers.
00:16It will happen if we have some losses or lapses for our items.
00:22We can handle it in our QuickBooks.
00:25Kailangan lang po natin gamitin yung transaction na refunds and credits slash refunds.
00:30Para po ma-access ito, dito po sa homepage, sa section ng customers, i-click po natin itong refunds and
00:36credits.
00:38Open natin.
00:41At lalabas po yung window ng credit memo slash refunds.
00:44Halos pareho lang po siya sa mga iba pang transaction natin dito sa QuickBooks.
00:49Pwede rin po ma-access ang credit memo.
00:51Dito sa menu bar, by clicking Customers, tapos Create Credit Memos slash refunds.
01:02At yun din po ang lalabas.
01:05Pilin po natin yung customer na magre-return.
01:09Kunwari po, si Company Customer Tree.
01:14Ang credit number po sa ating credit memo ay konektado sa invoice number.
01:19Kaya pwede po natin itong palitan.
01:21Kunwari, R lang for returns.
01:25Tapos 1.
01:27Sunod po, ano yung mga items na i-re-return yung Company Customer Tree?
01:31Maximize natin.
01:33Pilin natin.
01:34Kunwari, large, medium, at sa ka-small.
01:39In-assemble ko muna yung mga items, bago yung quantity.
01:43Kunwari, ilang large yung i-re-return ni Company Customer Tree?
01:46Kunwari, 80 pieces.
01:49Sa medium naman, 80 pieces din.
01:52At sa small, 90 pieces.
01:56Ang total po is 1,740.
02:01Sales price po ang nakareflect dito.
02:04Dahil kung ano yung benta natin sa ating customers,
02:06yun din po yung i-re-return natin sa kanila.
02:09Bago po natin ito i-save,
02:12ito po mga quantity na nakikita natin dito.
02:14Dahil ito po ay isa sa uli.
02:17Expected natin na dadagdag ito sa ating inventory.
02:20Kung titignan po natin yung balance ng ating inventory dito sa menu bar,
02:25by clicking list,
02:26tapos item list,
02:29ito mga total quantity on hand ng ating inventory,
02:34ay madadagdagan po.
02:36Pagkatapos natin i-save
02:39ang ating credit memo.
02:42Ito mga quantity na nakikita natin dito,
02:45dadagdag po
02:47sa mga quantity na nandito.
02:50Kaya expected natin
02:51na lalaki po ito
02:52pagkatapos natin i-save yung credit memo.
02:55At dahil ang credit memo
02:57ay return ng customer,
02:59babalik yung ating items
03:00pero yung ating benta na worth $1,740,
03:04babawas po sa record ng ating benta
03:06at babawas din
03:07sa kailangang bayaran ng ating customer
03:09kung meron siyang utang sa atin
03:10gamit ng crate invoice.
03:13Save na natin
03:14as of February 22, 2026.
03:19Ngayon po,
03:20pag-click ko ng save,
03:21meron pong lumabas na message
03:22na available credit na option.
03:26Lagay ko lang sa center.
03:28Binigyan tayo ni QuickBooks
03:29na tatlong option.
03:30Una,
03:31retain as an available credit.
03:33Pangalawa,
03:34give a refund.
03:35At ang huli,
03:37apply to an invoice.
03:39Unahin muna natin
03:40itong retain as an available credit.
03:43Credit,
03:43ibig sabihin,
03:44opposite po.
03:46Imbis na magkabalance
03:47ang ating customer,
03:49magkakaroon siya ng credit.
03:52Dahil po ang section
03:53ng lesson natin ngayon,
03:54all about balancing credit,
03:55may nakikita tayong credit ngayon.
03:57Tandaan,
03:58ang ating credit dito sa ating QuickBooks
03:59ay opposite po sa balance.
04:01At dahil nag-return ng ating customer,
04:03imbis na magkabalance siya,
04:04magkakaroon siya ng credit.
04:06So,
04:06pinili natin itong
04:07retain as an available credit.
04:09Click natin yung OK.
04:10Tandaan,
04:121,740.
04:14Ito po yung magiging credit
04:16ng company customer tree
04:17pagkatapos natin
04:18iklik itong OK.
04:20Dahil pagkinlik natin
04:21itong OK,
04:23masasave na
04:23ang ating credit memo.
04:26At ganoon lang po,
04:28meron din po itong preview
04:29sa Canex.
04:31Click natin yung arrow
04:32sa ating previews.
04:36Ayun po,
04:37successfully saved na.
04:41Ang ating items naman,
04:43lumaki na
04:44dahil
04:45na-return yung mga items
04:46galing sa ating
04:46company customer tree.
04:48Bumalik yung mga items natin
04:49pero nawala yung
04:50benta natin.
04:51Pero hindi mo natin
04:52magpo-focus sa sales
04:53at saka inventory
04:54dahil nasa section pa po tayo
04:56ng balance in credits.
04:59Saan napunta yung credit
04:59ni customer
05:00nung nag-return siya?
05:01Makikita natin
05:02sa ating reports.
05:03Dito pa rin
05:04sa reports
05:06tapos
05:06customers and receivables.
05:09Tapos tingnan natin
05:11dito sa
05:12customer balance detail.
05:15Makikita natin
05:16si company customer tree.
05:22Meron siyang
05:22credit memo na
05:23transaction dito
05:23na nagkakahalaga
05:25ng 1,740.
05:27At itong
05:281,740 pala
05:29ay kabuang invoice niya
05:31sa ating previous
05:32transaction.
05:33Kaya 1,740
05:34na worth of invoices
05:36minus credit memo
05:37na worth 1,740
05:40bumawas
05:40kasi nga ni-return
05:42kaya zero na yung
05:43balance ng ating customer.
05:46Ganun din po
05:46sa iba pang report.
05:49Reports
05:51customers and receivables
05:52tapos
05:53customer balance summary.
05:57Wala na
05:58si company customer tree.
06:02Pero bakit ganun?
06:04Naging zero yung balance
06:05ni company customer tree.
06:09Wala naman tayong
06:10tinansak na
06:11receive payment
06:11sa kanya.
06:12So kung meron palang
06:13ni-return yung
06:14ating customer,
06:15pwede ba maging
06:15consider yun
06:16as payment?
06:17Hindi po.
06:21Hindi pa rin po
06:22standard ito
06:22na pambayad
06:23sa mga utang niya.
06:25Pwede naman
06:26pero hindi po
06:27standard.
06:28For sa ngayon,
06:29dahil sa return
06:29ng ating customer
06:30na si company customer tree,
06:32na clear po
06:33yung mga bayarin niya
06:34sa atin.
06:35Kaya naging zero na.
06:40Ang transaction po
06:41na refunds and credits
06:42ay nakabase po
06:44sa ating account
06:49na accounts receivable.
06:51Dito na ng utang
06:52para magka-balance,
06:54dito din magre-return
06:54para magka-credit.
06:56Kaya yung total
06:57ng account receivable
06:58natin
06:58at worth
07:001,224
07:05pareha po
07:05sa ating customer center
07:06ngayon.
07:10Kung ito total
07:11natin lahat,
07:13ito mga balance
07:15sa ating customer center.
07:21Kaya ganun po
07:22ang paggamit
07:22ng refunds and credits
07:24kung pipiliin natin
07:25yung retain
07:25as an available credit.
07:27Para sa akin po,
07:29hindi po standard.
07:31Ang credit memo
07:33para masettle
07:34yung account
07:35ng isang customer
07:36at mabayaran
07:37lahat ng utang niya.
07:38Kasi papano po
07:40kung si company customer tree
07:41magpapurchase ulit sa atin
07:42gamit ng invoice
07:43at uutang siya.
07:45Kaya po sa pinakita ko
07:46sa inyo ngayon,
07:47naging zero balance
07:48si company customer tree
07:49dahil sa na-return niya.
07:50Pero,
07:51pwede natin magamit
07:52itong transaction
07:53na credit memo
07:54para sa next purchase niya
07:56gamit ang invoice.
07:57At may intindihan ninyo
08:00ang purpose na option
08:01na retain
08:02as an available credit.
08:04Para sa ngayon,
08:06pinakita ko lang sa inyo
08:07yung basic na pag-transact
08:10gamit
08:11ang refunds and credits.
08:14na ang pangalan
08:15sa transaction
08:15ay credit memo.
08:19Ito po yung transaction
08:20number natin.
08:21R
08:21stands for return
08:23number one.
08:28R
08:29stands for return
08:30number one.
08:31R
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