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We’re unable to adjust or modify recurring payments to apply the credits needed for that month, Rocrarityallstars.
If you’re using recurring invoices to handle recurring payments, you can delete the payment transaction for that invoice. Then, recreate the payment entry to manually apply the credits available for that relevant period.
However, you’ll first need to take note of the details (payment date, amount, customer’s name, items, etc.) on the recurring payment transaction. This is to ensure that the data are matched both on your bank statement and QuickBooks records. To do this:
- In your QuickBooks Online account, navigate to the Gear icon and choose Recurring Transactions.
- Locate the recurring invoice and click Edit.
- On the invoice page, click Linked transactions and select the associated Recurring payment entry.
- From there, go to More actions and select Delete.
Once done, recreate the payment:
- Go to the +Create icon and select Receive payment.
- Enter the specific customer, payment date, amount, and other details similar to the recurring payment that was previously deleted.
- Then, locate the associated invoice and apply the credits available for that transaction.
- Review all information and click Charge and Close.
In addition, if the payment has already been processed but a credit needs to be applied, you can issue a refund or record a credit memo for future use.
Alternatively, if credits are frequently issued to a customer, you can set their recurring transactions to Reminder instead of Scheduled. This way, you can review and adjust them before finalizing.
If you need anything else, you can always leave a reply in this thread.
