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Greetings, @miltduquette,
Thanks for the time you've given checking this with our forum. I'm here to help you record a delayed credit in QuickBooks.
Great news! Applying a delayed credit for you clients in QBO can be done in just a few clicks. Here's how:
Once done, apply the delayed credit to the invoice to update the customer’s balance. Follow the steps below:
You may want to check out this article to learn more about processing delayed credit in QuickBooks: Enter and apply a credit note or delayed credit
That should get your work done for today, @miltduquette. Let me know if you have any questions about the steps by leaving a comment below. Have a great day!
Hello there, Miltduquette.
I see that you're using QuickBooks Online EasyStart. The Delayed Credit feature is only available in the Essentials and Plus versions.
I suggest recording a retainer instead. You record this if your customer makes an advanced payment. For the detailed steps, please check this article: How to record a retainer or deposit.
We're just around if you need more of our help. Have a nice day!
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