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Is there a way of applying customer credits to invoices before they are sent? I want to do this for specific invoices not automatically.

A customer has overpaid an invoice by a small amount which looks messy on reports. Is there a way of taking this off the balance due on their next invoice? The amount is so small its not worth issuing a refund. I don't want to use an automatic function that does this for all credits, just for this particular customer. Thanks.


Solved
Best answer 12-14-2018

Accepted Solutions
QuickBooks Team

Hi there, info! Yes, there’s a way to apply your customer...

Hi there, info!

Yes, there’s a way to apply your customer’s overpayment to their invoice. I got the steps to guide you through it, and we’ll not use the automatic application of credits.

  1. Open the invoice and click on Receive Payment.
  2. On the Receive Payment screen, enter the overpayment amount in the PAYMENT field of the invoice. Please see screenshot 1.
  3. If there are other unapplied payment transactions in the Credits section, unselect them.
  4. Click Save and close.
  5. Open the partially paid invoice and email it.

That’s all you need to apply the overpayment. If I’d be your customer, I'd be happy seeing the credit to my invoice even if it’s a small amount.

If you need more help with QuickBooks, please comment down below.

1 REPLY 1
QuickBooks Team

Hi there, info! Yes, there’s a way to apply your customer...

Hi there, info!

Yes, there’s a way to apply your customer’s overpayment to their invoice. I got the steps to guide you through it, and we’ll not use the automatic application of credits.

  1. Open the invoice and click on Receive Payment.
  2. On the Receive Payment screen, enter the overpayment amount in the PAYMENT field of the invoice. Please see screenshot 1.
  3. If there are other unapplied payment transactions in the Credits section, unselect them.
  4. Click Save and close.
  5. Open the partially paid invoice and email it.

That’s all you need to apply the overpayment. If I’d be your customer, I'd be happy seeing the credit to my invoice even if it’s a small amount.

If you need more help with QuickBooks, please comment down below.