QuickBooks Online Plus user trying to apply out credits to a debit item. When I select both the credits and the debit, it only shows the debit total. I then cannot apply
Hello, Thank you for your response!
Yes. I have an invoice that has credits to be applied. When I open the Customer account, it automatically applies all of the credits to the invoices, selecting the incorrect invoices to be credited. The total though reflects a Zero balance as the credits offset the invoices.
When I unselect the invoices that are not to be credited, and select the correct invoice, it should show a balance of Zero as the credits offset the invoices exactly. Yet, it is only showing the invoice balance as if I had not selected the credit to be applied. Seems like a system error? It would work correctly if I did not change anything but that is not where the credits are due to be applied.
Let me add some information about the credit memo when you offset the amount of the invoice when receiving payments.
You can check and change the date of the credit memo and make sure that it is applied to the invoice in question. You may also need to fill the required fields like products/service items, quantity, and amount in the credit memo.
Additionally, you can run a Invoices and Received Payments report to view what payments are applied with the credit memo and invoices. Just click the Search icon on the top right and select it when typing receive payments.
Please let me know if you need further assistance. I'll keep my notifications open. Have a great day!