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Join nowReceived a payment on an invoice we closed because of an outstanding credit. How do I apply and let the customer know a this new payment will be an outstanding credit to use on next months invoice.
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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.
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.
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:
Should you have any additional questions, feel free to comment below.
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.
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.
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
With a credit memo, I don't see where I can make reference to the check I received or the bank account to deposit. Could I just process as a received payment, deposit into bank account and it will create a credit on the account that way?
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:
Should you have any additional questions, feel free to comment below.
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