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Hi there, hrfpayments.
You can use the Receive Payment option to record the second payment. Then, make sure to select Check for the payment method. Once you save the transaction, the system will automatically set it as a credit.
Here are the steps:
When you go to the customer's profile, you will see an Unapplied payment. This credit can be used for future invoices.
You can also check this article on how to apply the credit: Apply a credit from an overpayment.
If you have other questions or concerns about customer transactions in QuickBooks Online, please let us know. Have a great day!
Hi there, hrfpayments.
You can use the Receive Payment option to record the second payment. Then, make sure to select Check for the payment method. Once you save the transaction, the system will automatically set it as a credit.
Here are the steps:
When you go to the customer's profile, you will see an Unapplied payment. This credit can be used for future invoices.
You can also check this article on how to apply the credit: Apply a credit from an overpayment.
If you have other questions or concerns about customer transactions in QuickBooks Online, please let us know. Have a great day!
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