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Level 1

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?

Solved
Best answer 12-10-2018

Accepted Solutions
Level 8

Receive payments, leave payment amount at 0.00, from the...

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

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2 Comments
Level 8

Receive payments, leave payment amount at 0.00, from the...

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

View solution in original post

Level 1

Thanks! I think my problem was I didn't know I needed to...

Thanks! I think my problem was I didn't know I needed to apply the credit memo to a specific invoice.

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