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Kelly6
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 December 10, 2018

Best Answers
SkinnyRaven
Level 8

How do I apply a credit to an invoice?

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 2
SkinnyRaven
Level 8

How do I apply a credit to an invoice?

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

Kelly6
Level 1

How do I apply a credit to an invoice?

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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