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Join nowI have a customer who paid a number of invoices on one check and applied discounts to two of the invoices in error. This customer sent a check for payment of the discount at a later date. How do I handle this?
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I can share some tips on how to handle this transaction, SHibbs.
You can remove the applied discounts to those invoices. This way, you'll be able to link or match the payment accurately. If you've set up the discount as a credit memo, you can follow these steps in unapplying it:
If the discount is an item in the invoice, you can open the invoice and clear the discount item. Here's how:
I also recommend reading this guide to learn how to remove accidentally added vendor credits to a bill. Additionally, you can always check our Community articles here if you need some reference in completing your other QuickBooks tasks.
Feel comfortable to reach out to me again with any concerns or questions you may have. I'll always have your back.
I can share some tips on how to handle this transaction, SHibbs.
You can remove the applied discounts to those invoices. This way, you'll be able to link or match the payment accurately. If you've set up the discount as a credit memo, you can follow these steps in unapplying it:
If the discount is an item in the invoice, you can open the invoice and clear the discount item. Here's how:
I also recommend reading this guide to learn how to remove accidentally added vendor credits to a bill. Additionally, you can always check our Community articles here if you need some reference in completing your other QuickBooks tasks.
Feel comfortable to reach out to me again with any concerns or questions you may have. I'll always have your back.
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