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jhavern14
Level 2

applying credits to invoices

I use 2020 pro desktop an update from 2013. This is my first instance of using 2020 in this scenario.

I pull a deposit, I save it for later, I invoice and use the "apply credits". I apply the credit. The credit shows up on the custom template and  adjusts the balance due. However with 2020 it is not carrying over and changing the balance due. I have never experienced this issue before and have been doing it this way since 06. I went back and made sure no settings have been changed and all seems ok.

Thanks in advance

4 Comments
Mark_R
QuickBooks Team

applying credits to invoices

Thank you for your loyalty in using QuickBooks, @jhavern14. And I appreciate you checking the settings to make sure it's accurate.

 

One of the possible reasons why the balance due isn't changing when applying credits to invoices is that your company file had data issues. This behavior is unusual in QuickBooks Desktop since the balance due should change once you apply the credit to the invoice.

 

In the meantime, let's try running the Verify and Rebuild Utility tools to help fix minor data damage in your company file. Here's how:

 

  1. Go to the File menu, then select Utilities and choose Rebuild Data.
  2. Select OK in the QuickBooks Information window.
  3. Let the tool repair your file. It may take some time.
  4. Click OK once the tool finishes repairing.
  5. Go to the File menu. Then hover over Utilities and select Verify Data. If QuickBooks doesn't find any problems, click OK.
  6. If QuickBooks finds an issue with your company file, select Rebuild Now.

 

After running the Rebuild Data tool, try to check if the balance due changes when you apply the credit to an invoice.

 

If you get the same result, check out this article to perform other troubleshooting steps to get this resolved: Fix data damage on your QuickBooks Desktop company file.

 

Just in case you mistakenly apply a credit to an invoice and want to remove it, here's an article you can read for the detailed steps: Remove or unapply a credit from an invoice or bill.

 

Should you need any assistance applying credits to an invoice, I'm available here to help any time!

jhavern14
Level 2

applying credits to invoices

Thank you Mark, I tried everything you suggested. Rebuilt data, verified data, no change. I double checked to make sure I was up to date and am. I installed the tool hub, under company file issues I ran the quick fix with no success and then the file dr, the only things found were related to sharing settings which I do not share access.

I also ran the fix my program diagnostic tool and still no change. 

Open to suggestions or perhaps it's time to call support?

DivinaMercy_N
QuickBooks Team

applying credits to invoices

Thanks for getting back here, @jhavern14.

 

To further investigate the root cause of the issue, I recommend contacting our technical support team. They use specific tools to pull up your account and you can also request a screen sharing so they can check your set-up. To do so, please refer to these steps:

  1. Select the Help menu.
  2. Click QuickBooks Desktop Help.
  3. Hit Contact us
  4. Enter Balance due isn't changing when applying credits to invoices, in the Tell us more about your question box.
  5. Tap Search.
  6. Choose either Call us or Message us.

 

Then, for your reference in applying credits to invoices, please visit this article: Record an invoice payment. 

 

I've also added this great source where you can find articles that can help you in managing your books in QuickBooks, please head to QBDT help articles at this link. This includes topics such as reconciliation, track income, and expenses, run reports, etc.

 

If you need further assistance with managing your invoice credits, feel free to get back here. I'm always around to help. Take care.

jhavern14
Level 2

applying credits to invoices

Hey everyone after wasting several hours on this & a remote session with a tech turns out it's a known problem. After the tech researched it more thoroughly they found it's being worked on. So looks like I and anyone else waits for an update. Thank you for your time gang!

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