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KHS56
Level 1

Customer credits

Is there a way to undo customer credits? I have a customer who pays one year in advance. She just paid again and I noticed she had a credit of $1785. Last year even though she paid and her account in the customer list was correct, in the invoice portion each quarter showed an open balance. I applied the credit of $1785. To make it more complicated she had only a partial credit for 2nd quarter of 2019. Now in her customer account it shows she has a credit of -$1410.

 

If you have an answer for this I would greatly appreciate the advice.

Thank you!

Solved
Best answer July 01, 2020

Best Answers
Rubielyn_J
QuickBooks Team

Customer credits

Welcome to the Community space, @KHS56.

 

I'm here to sort things out for you. A possible reason that there's a negative credit is because of the payment received and the additional credit applied to the invoice. 

 

We can unlink the credit from the invoice. I'll show you how:

  1. Open your QuickBooks, then press Ctrl + H to display the transaction history.
  2. Double-click the invoice and choose Apply Credits.
  3. On the Previously Applied Credits window, uncheck the selection for credit then select Done.
  4. After, on the invoice page, click Save and Close.

Also, make sure not to edit or delete any payment amount that may cause your book to be unbalanced.

 

To help you apply a customer credit, feel free to check out this article: Give your customer a credit or refund in QuickBooks Desktop for Windows.

 

I'm always here in the Community if you need help. Have a pleasant day.

View solution in original post

4 Comments
Rubielyn_J
QuickBooks Team

Customer credits

Welcome to the Community space, @KHS56.

 

I'm here to sort things out for you. A possible reason that there's a negative credit is because of the payment received and the additional credit applied to the invoice. 

 

We can unlink the credit from the invoice. I'll show you how:

  1. Open your QuickBooks, then press Ctrl + H to display the transaction history.
  2. Double-click the invoice and choose Apply Credits.
  3. On the Previously Applied Credits window, uncheck the selection for credit then select Done.
  4. After, on the invoice page, click Save and Close.

Also, make sure not to edit or delete any payment amount that may cause your book to be unbalanced.

 

To help you apply a customer credit, feel free to check out this article: Give your customer a credit or refund in QuickBooks Desktop for Windows.

 

I'm always here in the Community if you need help. Have a pleasant day.

View solution in original post

KHS56
Level 1

Customer credits

Thank you so much! The accounts are all balanced!

KHS56
Level 1

Customer credits

Thank you so much. The accounts are balanced!

CharleneMae_F
QuickBooks Team

Customer credits

That's awesome, @KHS56!

 

Glad to know that your issue has been resolved. Feel welcome to drop by anytime if you have other QuickBooks questions. You can always count on us here in the Community to help you every step of the way.

 

You can visit our Help articles page in case you got other QuickBooks concerns, such as setting up advanced reports, online banking, manage reconciliation, transactions, import and export data lists, etc.

 

Take care and have a great day!

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