Good day, @cassandraEI.
Yes, you can apply credits on the customer's invoice before going to the Receive payment window. To do this, create what is known as a "delayed credit" against the invoice. This will deduct the credit amount from the total owed, lowering the invoice amount. The process involves the following steps:
- Select + New.
- Click Delayed credit.
- From the Customer dropdown, choose the customer's name.
- Enter the details, such as the date and the amount. You can also create a custom credit service item to add delayed credits as a single line item.
- When you're done, click Save and close.
Once done, you can apply the delayed credit to a specific customer invoice. Refer to the second step outlined in the "Create and apply a delayed credit" section of this article: Learn how and when to give a credit memo or delayed credit to customers.
Please note that, unlike credit memos, delayed credits don't impact sales reports until you apply them to invoices. If you have already issued credit memos for customers, it's recommended to delete those first before creating new delayed credits. Taking this step prevents duplication of the credit, which could lead to inaccurate reporting of customer balances and credits.
Moreover, you can customize the appearance and layout of sales forms in QuickBooks to help enhance your business communications.
If you need any additional assistance or have remaining questions about recording credits for customers and applying them to their invoices, feel free to continue this discussion by adding your follow-up queries. I'm always available to provide further explanations and guidance to ensure you can properly utilize the customer credit functionality.
