Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Dec 11, 2018 2:54 AM UTC
Solved

How do I apply a credit to an invoice?

I'm using QuickBooks 2016 for Mac Build 570 with Mac OS 10.12.6.

My client has invoices that total $3,000. He sent in a payment of $2,300 via check. He also has a $700 credit on his account. How do I record this so that the payments and credit get applied to all of the outstanding invoices and the account has a $0.00 balance?

Level 6
Dec 11, 2018 2:54 AM UTC

Receive payments, leave payment amount at 0.00, from the bottom right of the payment window apply the credit. Recieve payments, apply the check.

2 replies

Level 6
Dec 11, 2018 2:54 AM UTC

Receive payments, leave payment amount at 0.00, from the bottom right of the payment window apply the credit. Recieve payments, apply the check.

Kelly6Author
Dec 11, 2018 2:54 AM UTC
Thanks! I think my problem was I didn't know I needed to apply the credit memo to a specific invoice.