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Level 3

How to record customer over payment

Hi,

 

I have a recurring client who has submitted a check that has posted to my account.  The payment is for several invoices.  How do I properly record (match) the invoices across the appropriate invoices so that they are marked paid?  Is there a manner in which to do so and maintain the credit for future invoices?

 

Thanks in advance.

Solved
Best answer December 12, 2019

Best Answers
Highlighted
QuickBooks Team

How to record customer over payment

Hi there, @oscortega

 

Welcome to the Community.  You can record a credit memo and apply it to an invoice to make sure they are paid. Let me show you how:

 

  1. Go to the + New menu.
  2. Choose Credit Memo.
  3. Enter the necessary information (including the customer name, date, products/service items, quantities, and amounts).
  4. Click Save and close.

Then, apply the credit to the invoice. Here's how:

 

  1. Go to the + New button on the left menu.
  2. Choose the Receive Payment.
  3. Select the customer, then the credit and the invoice.
  4. Click Save and Close.

 To apply the credit to future invoice, here's how:

 

  1. Select the + New button on the left menu.
  2. Choose Invoice.
  3. Enter the necessary information to create the invoice.
  4. Once done, select Receive Payment, then choose the credit.
  5. Click Save and Close.

 

I'm also adding help articles for your future reference. Read through:

 

  • Record a customer payment. It also covers recording partial payments so you can keep track of the invoice's open balance. 

Let me know how it goes, @oscortega. We're always around here to help if you need further assistance. 

View solution in original post

2 Comments
Highlighted
QuickBooks Team

How to record customer over payment

Hi there, @oscortega

 

Welcome to the Community.  You can record a credit memo and apply it to an invoice to make sure they are paid. Let me show you how:

 

  1. Go to the + New menu.
  2. Choose Credit Memo.
  3. Enter the necessary information (including the customer name, date, products/service items, quantities, and amounts).
  4. Click Save and close.

Then, apply the credit to the invoice. Here's how:

 

  1. Go to the + New button on the left menu.
  2. Choose the Receive Payment.
  3. Select the customer, then the credit and the invoice.
  4. Click Save and Close.

 To apply the credit to future invoice, here's how:

 

  1. Select the + New button on the left menu.
  2. Choose Invoice.
  3. Enter the necessary information to create the invoice.
  4. Once done, select Receive Payment, then choose the credit.
  5. Click Save and Close.

 

I'm also adding help articles for your future reference. Read through:

 

  • Record a customer payment. It also covers recording partial payments so you can keep track of the invoice's open balance. 

Let me know how it goes, @oscortega. We're always around here to help if you need further assistance. 

View solution in original post

Highlighted
Level 3

How to record customer over payment

Hi,

 

Thank you for the response.  Seems simple enough.  I will apply it.

 

Thank you.

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