Welcome to the Community, Hallie. I can help you with applying the correct credits to your invoice payments.
The system applies credits to your payment transactions automatically once the feature is enabled from the Account and Settings window. You can turn this off to pick the desired credit you want to apply.
Once done, you'll be able to select the credit memo transaction when posting a payment. Just make sure that the details on the credit memo are correct specifically the customer's name.
For more tips about creating and applying a credit memo, open this article: Create and apply credit memos or delayed credits in QuickBooks Online.
Aside from your invoices and payments, you can also learn more about tracking your other customer entries in the future by checking out the resources from this link: Topics about your company's income and customers.
Please feel free to leave a comment below if you have any other questions about your applying credits to your invoices or payments. I'm always here to help. Keep safe!
I now can see how I can apply a credit memo but it doesn't quite work. Let me explain a bit more. I received a check for $42,491.20 broken down as follows:
$25,988 goes to invoice #1796
$1153 goes to invoice #1797
$15,000 goes to invoice #1798
$1766 goes to invoice #1820
This totals $43,907. Then there is a debit of $1416 for something that does not apply to any of the above invoices. Must of the payments on the above invoices are partial payments. How would I apply the $1416 credit? I'm attaching a screenshot of my payment. Thanks for any help with this!!!
Good afternoon, @HallieA1.
Thanks for reaching back out to the Community and adding some additional details.
Since the credit memo didn't work for you, I suggest contacting our Customer Support Team so they can walk you through some more steps with a screen share. Here's how:
It's that easy!
Keep us updated on how it goes. I want to ensure that you're taken care of as soon as possible. Wishing you and your business continued success!