Customer Over-Payments

Hi there, SMI. I've got the steps to correct the payment date of your transaction, sharon108.

Before proceeding, did you encounter any error messages when modifying the date? This will help us provide an accurate solution to fix this.

Let's change the date of the credit you've created for that customer. This way, you can apply it to the selected period.

Here's how:

1. Go to the Customers menu and then select Customer Center.
2. Click the customer's name.
3. Open the Credit Memo transaction.
4. Go to the Date field and manually change the period.
5. Select Save & Close, then click Yes to confirm the changes.
6. Select Apply to an invoice option under the What would you like to do with this credit? section.
7. Choose an invoice in the Apply Credit To Invoices section.
8. Click Done.

For more details about handling customer overpayment, I'd suggest checking out these articles:

• Give your Customer a Credit or Refund
• Write off Customer and Vendor Balances

Additionally, I've added an article that'll easily keep track of your sales and income in QuickBooks Desktop. This ensures your books are accurate: Customize Customer and Job Report.

I'll share what else you want to know in QuickBooks Desktop. If you have other concerns with your customer transactions, let me know. I'll assist you again. 

That doesn't work because changing the date on the credit would in turn change the date of the payment the credit came from. It is an over-payment tied to them actually paying invoice in April of 2021.