Credits are not showing up on Payment Receipts

Hi CGLog,

As you've mentioned, previously you were able to see credits on customer receipts when printing.  In QuickBooks Desktop this is currently not available.  However, if you feel this would be beneficial moving forward, you may wish to provide your suggestion to our Development team by going to Help in the menu bar and then Send Feedback Online.  We appreciate any recommendations you may have to improve your overall customer experience with QuickBooks Desktop.

In addition, with regards to QuickBooks Online, there's an option in the company settings to apply credits automatically.  Here's how:

1. From the Gear in the top right of QuickBooks Online, select Account and Settings

2. Choose Advanced from the left menu and scroll to Automation

3. Click the Edit icon to the far right and set the Toggle to automatically apply credits

4. You'll hit Save and then Done

Please don't hesitate to reach back out if you have any other questions or concerns.  We'd love to help!

This suggestion isn't helpful.

1.) What is the point of printing out a Payment Receipt if the total doesn't match with the amount received in the bank? If a customer paid $150, why would I print out a $200 payment receipt? That doesn't even make sense how it could happen like this. This isn't something "beneficial" that I want to see in the future. I need this function as it is necessary.

2.) I don't need to apply the credit automatically. If the customer doesn't use the credit with the payment, there's no point of applying the credit.

3.) You've mentioned that this function isn't available on the Desktop version. Does it mean it's available on the Online version? If so, please let me know how I can go about with this as I've also tried on both platforms and it doesn't work.

Please provide a better solution that what is offered. This has to be some kind of bug or glitch.

Hi CGLog,

When creating a sales receipt in QuickBooks Online, you'd have to enter the credit as a line item to show the deduction from the total owing.  However, if you choose the option to Receive Payment, any credit memos created for your customer will appear at the bottom and you'd select them to be deducted from the total amount due.  Here's more detailed information to assist with creating and applying Credit Memos in QuickBooks Online.

If you require further assistance, please contact us so we can work with you in real time and help you reach your goal.  We'd be happy to guide you through the process!

Schedule a Callback or start a Chat: Select the ? in the upper right in QuickBooks Online > enter "Contact support" > click Contact Us > provide a brief description > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Yes I understand how to apply a credit for Payment received.

The issue is what comes after you apply a credit to a payment, specifically printing out the Payment Receipt. Right now, applying the payment with invoices and credits work. However, the credits are not printed on the Receipt.

Steps:

1.) Received payment in bank

2.) Go to Invoicing -> Customer

3.) Click on Receive payment

4.) Select the invoices and credit

5.) Click Print    <-- Receipt only shows invoices applied. Total amount is wrong because it didn't deduct the credit off.

Using the example as above:

- Received $150 in bank

- Applied both invoices and credit together

- Amount received on the Receive Payment screen is correct at $150

- Printing out the Receipt -> Total amount = $200; no credits information printed.

Hi CGLog.

Thank you for following up and providing the additional details.  Given the fact that you're experiencing the same result, I strongly recommend contacting our Customer Support with one of the methods provided previously.  We'll need to verify some sensitive information in order to look further into this on our end, and take the appropriate steps so you can move forward with your bookkeeping tasks.  We look forward to hearing from you!

Any solution on this?

My client paid too much and QBO doesn't even show how much she actually paid, or how much is credited to her.  what gives?  Sad.

Hi kjbj,

Thanks for reaching out here.  It's important that you're able to provide your client with a full record of their payment and credit applied.  I'd be happy to provide more insight here.

Printing a sales receipt will only provide the information documented for the payment received for goods or services.  However, printing the customer Statement will provide the details of the payment and associated credits.

Follow these steps to create a statement;

1. Click on +New and then Statement

2. Select the Statement type using the ▼ dropdown menu

3. Choose the Customer balance status, the Start date and the End date

4. Hit Apply

5. Select Print or Preview at the bottom of the page

6. Review the information and then hit Save and send or Save and close

If you require additional assistance, please don't hesitate to contact us.  It would be our pleasure to work with you independently and ensure you're able to accomplish your QuickBooks goals as soon as possible.

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

If you have any other questions, we'd be glad to help!