Handling invoices and credits can indeed become complex, lp_mi. I want to ensure you have the skills and knowledge to navigate these scenarios. Let's delve into the process of accurately applying credits to invoices together.
In QuickBooks Online, you can apply a credit memo to an invoice without simultaneously requiring payment from the customer. Hence, you have the flexibility to use a credit memo to reduce the balance of an invoice, even if the amount of the credit differs from the total.
Also, QBO allows you to modify the invoice amount when applying for a credit, giving you flexibility in managing your accounts.
Given that you're experiencing difficulties applying and editing amounts, I recommend launching your QBO in an incognito window to rule out the possibility of a webpage issue. The accumulated cache file can sometimes interfere with how QuickBooks Online functions.
You can refer to these shortcut keys below to open an incognito window in all supported browsers:
Mozilla Firefox: CTRL + Shift + P
Microsoft Edge: CTRL + Shift + N
Google Chrome: CTRL + Shift + N
Safari: Command + Shift + N
After starting a new private browsing session, please log into your QBO account and check if this resolves the issue. If yes, proceed to clear your browser's cache to help the program run smoothly and eliminate technical issues. You can also use other devices and supported browsers as alternatives.
To learn more about credit memos in QuickBooks Online, I encourage you to check out this helpful article: Create and apply credit memos or delayed credits in QuickBooks Online.
Additionally, I’d like to provide you with some helpful resources that will assist you in accurately tracking payments received and in customizing your invoice templates to ensure they reflect your desired style and include all necessary information:
Count on the QuickBooks Community team as your ongoing ally in handling QBO queries. If you're still having trouble or something isn’t working as expected, please respond below for quick assistance. Our goal is to streamline your accounting procedures seamlessly.
