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Intuit
12 helpful votes

How to apply a journal entry credit to an invoice

Applying a journal entry credit to an invoice is useful for times when you need to update an open invoice. But before you can do this, you need to create a journal entry using Accounts Receivable as the associated account, and select the customer's name from the Name column.

(Not sure how to create a journal entry? Check out this helpful article: How to create a journal entry in QuickBooks Online.)

Here's how to apply a journal entry as a credit to your customer's open invoice.

  1. Select Create ⨁.
  2. Select Receive Payment.
  3. Under Receive Payment, select the customer.
  4. Make no entry on the form.
  5. Under Outstanding Transactions, select the invoice.
  6. Under Credits, select the journal entry to be applied as a credit.(Note: The Credits section only appears if there is an unapplied customer credit. Make sure to record the journal entry correctly.)
  7. Select Save and close or Save and new.

Now you're able to easily apply a journal entry credit to an invoice.

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