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How to Apply a Credit to an Invoice

I had a General Contractor Pay me for a job I did But he overpayed me. how can I apply the over payment to the next job's invoice that I do for him?

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QuickBooks Team

Re: How to Apply a Credit to an Invoice

Greetings, @the_tile_setters.


Thanks for posting in the Community. I’m here to lend a hand applying the overpayment from your customer to their next invoice in QuickBooks Desktop.


When a customer overpays, QuickBooks automatically creates an additional credit in their balance. You can apply this to their next invoice using the Receive Payments screen.


Here’s how:

  1. Create an invoice.
  2. Open the invoice and click Receive Payments. (Screenshots attached)
  3. From the Customer Payments window, select the transaction.
  4. Click the Apply Credits link at the bottom.
  5. Select the credit and click Done.
  6. Hit Save & Close.

 

 

Check out this article for more information: Record payment for an invoice.


That should answer your question for today. Post again in the Community if you need anything else, I’m always here to help. Have a good one!