Invoicing and credits

Hi there, @mangle.

You've come to the right place. I can assist you with the new payment being available for future invoices.

In this case, I suggest creating a credit memo so you can apply this payment to a later invoice. Let's get started, a few clicks, and you're on the way to success.

1. Click the (+) icon.
2. Choose the Credit Memo option.
3. Select the customer name.
4. Enter the Credit Memo Date for the payment.
5. Fill in the Service Date, Product/Service, and Amount fields.
6. Click Save and close.

When you create new invoices for this customer, you can then apply the credit memo to the invoice that you choose. To do this, see the instructions below.

1. Click Sales in the left navigation bar.
2. Select the Customers tab.
3. Find the customer name.
4. Locate the invoice you want to apply the credit to and click Receive Payment.
5. In the Receive Payment window, enter the Payment Date, Payment method, Reference number, and the Deposit to account.
6. In the Outstanding Transactions section, make sure that the correct invoice is selected.
7. In the Credits section, make sure you click the memo that you've created for this customer.
8. Hit Save and close.

If more information is need please check out Enter and apply a credit memo or delayed credit.

Please reach out if there's anything else I can do to help, I'm determined to be your number one resource for QuickBooks

Thanks for reaching back out, @mangle.

Yes, you’ll want to Receive Payment, make a Deposit, then create a credit memo. 

@Kayla H had provided information about applying a credit memo.

Here’s how to record the over-payment for your customer:

1. In the upper-right corner, click the Create menu (+).
2. Select Receive Payment.
3. In the Receive Payment window, choose a customer.
4. Under the Outstanding Transactions section, put a checkmark on the invoice you want to pay.
5. In the Amount received field, enter the exact amount you received from the customer

Should you have any additional questions, feel free to comment below.