Solved! Go to Solution.
Hello Diane, If you want to show a payment on account where the customer has overpaid essentially, you can go to + new in the top left>receive payment select the customer> add the details>if you do not wish to add to another invoice /there is no other invoices then just save and close. It will then add an unapplied payment to the customers transactions which then can be used to pay off a future invoice. Any questions just ask.
Hello Diane, If you want to show a payment on account where the customer has overpaid essentially, you can go to + new in the top left>receive payment select the customer> add the details>if you do not wish to add to another invoice /there is no other invoices then just save and close. It will then add an unapplied payment to the customers transactions which then can be used to pay off a future invoice. Any questions just ask.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.