Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowThanks for the complete details, @MartGD.
I'd like to verify, when you say "entered to their accounts as a credit on account", did you enter the overpayment through the Receive Payment or Credit Memo screen? If so, the credit should be posted as a negative balance on the customer's account.
Sending the available credits to your clients works differently in QuickBooks Online.
To issue a credit note/memo, you can send a statement to your customer. By doing so,they'll be able to see their available credit which they can use for their next invoice.
Let me walk you through on how to accomplish this:
To learn more on how to give a credit memo to your customer, please check this out: Enter and apply a credit memo or delayed credit.
Let me know if there's anything I can help you with sending credit notes to your client. I'm always glad to help.