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The desktop version of QB I would create a stmt charge to be applied to an account. I would use this to clear small over/underpayments. In QBO I cannot located this?

 
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QuickBooks Team

The desktop version of QB I would create a stmt charge to be applied to an account. I would use this to clear small over/underpayments. In QBO I cannot located this?

Hi there, @joanne25

 

I can help you with this. 

 

At this time, the option to create a statement charge and apply it to a specific isn’t available in QuickBooks Online (QBO). Not to worry, I have a workaround for this.  You can create a credit memo if the customer is overpaid. Then, use the receive payment task for underpaid customers. Doing these processes will help you close the invoice. Also, you’ll want to add a note in the memo box that the customer is under or overpaid.

  

Let me show you how to create a credit memo:  

 

  1. On the left pane, click New + icon
  2. Choose Credit memo
  3. Enter all the needed information in every field. 
  4. Add note under Message displayed on credit memo
  5. Tap Save and close

 

memo.PNG

 memo1.PNG

 

Here's how to receive a payment: 

 

  1. Click New + and receive payment
  2. Fill out the necessary info in each field.
  3. Add note in Memo box. 
  4. Hit Save and close

 memo2.PNG

 

memo3.PNG

 

That should do it! You can check our article about handling a customer credit or over-payment.

 

 

Please don't hesitate to let me know if you have any questions about this or anything else QuickBooks related. Have a wonderful weekend!

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