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customer unapplied payment

I have an unapplied payment that I have issued a refund check posting through A/R and the customer.

I then went to receive payments selecting the customer to link the refund check and the unapplied payment together to close out the transaction. But in the customer account it still states unapplied payment after going through these steps. It will not change to a closed status. Will someone help me with this question?


1 Comment 1
QuickBooks Team

customer unapplied payment

Hi there, JeanaPate.


You're doing it right. When paying the check and applying the Unapplied Payment, make sure the Amount received is zero (0.00). This will change the status into closed.


You'll want to open the payment if the credit was fully applied. 

  1. Go to Sales and select Customers.
  2. Select the customer's name. Find and open the payment where you have previously applied the credit.
  3. Make sure that the Check under Outstanding Transactions and the Unapplied Payment under Check section have checkmarks.
  4. Click Save and close.

Also, it's possible that there are other unapplied payments. You'll want to review the customer's transaction or pull up the Profit and Loss report.


I added these articles for more details:

Shoot me a reply if you need more assistance. Wishing you all the best!

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