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Level 1

Has the "system" for customers' viewing invoices changed? Our customers comp[lain they have to access 3 screens before they can do so. QB doesn't attach receipt as stated

How do you eliminate credit balances?
3 Comments
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Level 15

Has the "system" for customers' viewing invoices changed? Our customers comp[lain they have to access 3 screens before they can do so. QB doesn't attach receipt as stated


@ckpconstmgmt wrote:
How do you eliminate credit balances?

QB keeps customer credit balances in the A/R account, they show as a negative balance since they are really a liability.  You need to apply those credit balances to customer invoices

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Level 1

Has the "system" for customers' viewing invoices changed? Our customers comp[lain they have to access 3 screens before they can do so. QB doesn't attach receipt as stated

Thank you; I understand the accounting behind that. Issue is - there is/are no invoice(s) so I assume one or more need to be created to then apply the credit balance(s) to?

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QuickBooks Team

Has the "system" for customers' viewing invoices changed? Our customers comp[lain they have to access 3 screens before they can do so. QB doesn't attach receipt as stated

Hello there, @ckpconstmgmt.

 

Yes, you'll have to create invoices for your customer to eliminate the credit balances as Rustler said. Let me walk you through the steps in how to create an invoice. Here's how:

 

  1. Go to the +New button.
  2. Select Invoice.
  3. Choose your customer in the Customer dropdown.
  4. Filter the date range. If you need to, change the due date in the Terms dropdown.
  5. From the Product/Services line, select the item.
  6. Enter the quantity, rate, and change amount if needed.
  7. If you need to charge sales tax, choose the Tax checkbox.
  8. Once done, hit the Save and Close button.

 

If you want to send or print your invoice, you can read this article for the steps: Create invoices in QuickBooks Online.

 

I've also added an article to help you receive payments for invoices: Record invoice payments in QuickBooks Online.

 

If you have additional questions, please don't hesitate to leave a message in the comment section. I'll be happier to help. Take care, and have a good day.

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