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Level 1

I deleted an item off an ivoice after it was paid. Customer changed her mind, and I applied the payment to her next invoice. But I cant find a way to show the applied cre

applied credit. Is there a report I can run?
1 Comment
QuickBooks Team

I deleted an item off an ivoice after it was paid. Customer changed her mind, and I applied the payment to her next invoice. But I cant find a way to show the applied cre

I'd be glad to show you the payments applied to the new invoice, @useroakandlineninter.

 

You can pull up Invoices and Received Payments or Transaction List by Customer Report to show the applied credit to the customer. Here's how to do that:

 

  1. Go to the Reports menu, enter Invoices and Receive Payments or Transaction List by Customer.
  2. Set the Report Period to All Date to show all the data, you can also enter a specific date.
  3. Check the details you want to see if it's visible, if it's not, you can customize it.
  4. Select Run Report once done.

 

I've added this reference page to know more details on how to manage your customers: Sales and customers Articles.

 

You're always welcome to tag my name in the comment section below if you have other questions. I'd be happy to assist you further. Take care.

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