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HallieA1
Level 1

I received a payment for multiple invoices. In the payment, a credit was applied that is unrelated to the invoices. How can I apply the credit?

The payment received was partial payment for the invoices. For example. The payment was supposed to be $12,289 but they debited us for an unrelated issue of $1416.00 so the check received was for $10873. I created a credit memo but it doesn't come up when I post the payment.
3 Comments 3
Angelyn_T
QuickBooks Team

I received a payment for multiple invoices. In the payment, a credit was applied that is unrelated to the invoices. How can I apply the credit?

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.

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Go to the Gear icon, then click on Account and Settings under Your Company.
  3. Click on Advanced at the left pane, then select off for Automatically apply credits under Automation.
  4. Hit Save, then Done.

 

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!

HallieA1
Level 1

I received a payment for multiple invoices. In the payment, a credit was applied that is unrelated to the invoices. How can I apply the credit?

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!!! 

Candice C
QuickBooks Team

I received a payment for multiple invoices. In the payment, a credit was applied that is unrelated to the invoices. How can I apply the credit?

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: 

 

  1. Go to the Help (?) icon in the top right-hand corner. 
  2. Press the Contact Us button. 
  3. Enter your question and other details you want them to know and tap Let's talk
  4. Scroll down and choose to Get a callback

 

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! 

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