I want to apply a sales credit to an invoice to be paid. I have watched videos...I don't see how to apply it and then pay later?

I can show you how to apply a customer's credit, hh7.

It seems that you haven't recorded the credit yet. If I'm correct, we can record it using credit memo. You can follow these steps:

1. From the + New button, select Credit Memo.
2. Select the customer's name, then fill out all required fields.
3. Click Save and close.

Once done, we can now apply it as a payment to an invoice. You can read this article if you haven't created an invoice yet: Create invoices in QuickBooks Online.

1. Go to + New button again and select Receive Payment.
2. Select the customer. From the Outstanding Transactions section, check which invoice you want to apply it to.
3. From the Credits section, select the credit memo you've created.
4. Click Save and close.

I'm just a post away if you need anything else. Have a great day!

HI,

Well, I have created the invoice ( accounts receivable) and I have created the credit memo.

I know you can apply the credit memo in the future when I go to recieve payments.  But the requires me to rememeber that that credit is available for the client.  That is annoying.  I just want the the credit to be automatically linked to the exact invoice for which it is related to.  Then, when I go to recieve the payment, I only recieve the net ammount; without having to think about it.  Make sense? I can't beleive QB makes this, this hard. 

Still looking for answers on this.  Apply a sales credit to a specific invoice that will be collected on in the future.  I understand how to do it by going to recieve payment.  But I am not trying to recieve payment now.  I am only trying to assign that specific sales credit to a specific invoice (to be paid to me in the future). 

Thanks for your prompt response, @hh7.

Currently, the feature you wanted to achieve to apply a sales credit to a specific invoice is unavailable in QuickBooks Online.

All the customer's outstanding transactions and pending credits will show once you received payments. You can see and apply any available credits under the Outstanding transaction column every time you record a customer payment.

I'll take note of this as feedback and submit it to our product engineers. Please be informed that the product implementation will base on the number of customers requesting it.

You can refer to this article to check other ways on how to receive invoice payments: Record invoice payments in QuickBooks Online.

If you want to receive your income quickly by letting your customers pay online,  check this article: Connect your QuickBoks Payments account to QuickBooks Online.

You can always leave a message through this post if you need further help. I'll be happy to assist you. Have a good one!