You can apply the credit to an invoice that has already been created, @JBarton.
Here are some easy steps you can follow to accomplish that:
- Open your QuickBooks Online Account.
- At the upper left side, go to + New.
- Choose Receive payment.
- Select the Customer, then the credit and the invoice.
- Select another pending invoice and enter the overpayment amount in the Amount received.
- Hit Save and new or Save and close.
You can check this article on how can personalize and manage your sales form: Customise invoices, estimates, and sales receipts in QuickBooks Online.
If you have more questions regarding your invoice in QBO, feel free to reach us back by leaving a reply. I'm always available. Stay safe!
