About applying credit on a selected date

Let me help you apply for the credits on the selected date you want, jennychan03.

We can change the date of the credit you've created for that customer. This way, the credit dated for the month of April will be applied to the customer's invoice.

Here's how:

1. Go to Customers on the top menu.
2. Tick Customer Center.
3. Double click the customer name.
4. Open the Credit Memo transaction.
5. Go to the Date field and manually change the period for the month of April.
6. Tap Save & Close.
7. Press Yes to confirm the changes.
8. Select Apply to an invoice option under the What would you like to do with this credit? section.
9. Choose an invoice in the Apply Credit To Invoices section.
10. Click Done.

For more details about processing customer credit, please refer to this article: Give your customer credit or refund in QuickBooks Desktop for Windows. 

If you need to transfer credit from another customer job, just check out this article: Transfer customer credit from one job to another. 

I have a link here where you can find articles about managing your customer transactions: https://quickbooks.intuit.com/learn-support/en-us/sales-and-customers/07?product=QuickBooks%20Desktop.

I'm just one click away if you need a hand with running financial reports or any QuickBooks related. I'm always here to help. Keep safe and healthy.