I inadvertently overcharged a customer $5. The $5 credit shows up on my end, but does not appear on her payment receipt. How do I fix this?

Welcome to the Community, kimosburn.

I’ll help you with applying credit to your customer’s invoice in QuickBooks Online (QBO).

When you use credit when receiving your customer’s invoice. This will then automatically offset the amount to the original amount of the transaction, which is why the receipt shows less than $5 than your customer actually paid.

If you use the regular Receive Payment option in the application, the credit amount will not be visible on the receipt and will only be applied to the transaction. If you want your customer to see the following credit on their receipt: You can create them and send them with a statement. Let me walk you through:

1. Go to the Sales menu and select the Customers tab.
2. Look for the customer you want to send this statement to.
3. Under the Action column, click the dropdown arrow and select Create statement.
4. In the Create Statements window, please select the Balance Forward type and the Range of Dates when the transactions were initiated.
   
5. Click Apply.
6. Tap the Print or Preview button to see what it looks like when sent to the customers. Then, click send.
   

    

You may want to consider checking out this article to learn more about sending statements to customers: Create and send customer statements in QuickBooks Online.

Should you need help with managing your transactions, please don’t hesitate to post them here or add a reply. Have a good one!