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Thank you for joining the Community forum, info2038. It's always a delight to have a new member joining us. I've got the steps to help you apply the payment to the overdue transactions for your customer.
You need to create a Receive payment transaction and select the overdue invoices. To do this, you can use a filter to display specific data.
Here's how:
Concerning the open balance, if you're referring to an existing credit, you'll need to choose the credit memos to use for your invoices. If you enable the auto-apply credits feature in QuickBooks, it'll be applied automatically. If you disable it, we can manually add the credit to your invoices. In this situation, you'll have to record it when dealing with your overdue invoices. Once you've selected the overdue invoices, go to the Credits section and select the checkboxes for the credits you want to apply. I'll attach an image for visual reference.
Please feel free to ask any specific questions, info2038 and I'll do my best to provide clear insights and information to help you handle your customers' overdue transactions and process their payments within the system. I'm here to support you throughout this process to ensure you can manage your sales activities accurately.
Thanks for the information. However it doesn't fix my problem. Perhaps I'm not explaining it well.
I get to step 3 and that's where the issue begins. I filter for overdue invoices and none appear.
Their account clearly shows an outstanding payment.
They sent a check to cover the overdue payment but every time I try and apply it, only the current invoices are shown.
What am I missing?
Thanks for replying to the thread, info2038.
You have followed the steps correctly, let's ensure we filtered the date accordingly. It should show all open invoices within that date range.
If the issue persists and the invoices are still not showing where you would like to apply the overpayment, I will show you another way to apply the overpayments to the open or past-due invoices.
Here's how:
Furthermore, I have these articles to assist you in the future:
Know that I’m always around to help whenever you have other questions or concerns in managing your invoices or with your account. It’s always my pleasure to help you. Have a good one and more success in your business!
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