You've come to the right place,@liz44.
Applying credits to already paid customer's invoice is made easy in QuickBooks Online. If you haven't created a credit memo yet, you can create one and apply it later on to the customer's invoice. Here's how:
However, if you already created the credit memo, you can proceed in applying it to the invoice. Below are the steps that you can follow:
I've added an article to learn more about how credit memo works in QuickBooks Online. This way, you'll be able to manage your credit memos effectively and efficiently for your business' advantage.
Moreover, you may read this article to learn more about how to customize your invoices in QuickBooks Online. This way, you'll see the details you wanted to pull up for your invoices.
Consider checking out this awesome help article for more tips in case you have other QuickBooks concerns, such as setting up payments and online banking, tracking projects, income and expenses, managing inventories, etc. This way, you'll have better options on how to run your business smoothly.
Fill me in if you have more questions by leaving a comment below. I'll be here to help you achieve your goals. Have a good one and take care always!
Thank you ReyJohn_D - I am hoping that you are safe and well. What if the credited amount applies to multiple invoices? Can one credit memo apply to multiple invoices? Or do you have to create a credit memo for each invoice?
We are trying to make this process the least cumbersome as possible. Any input greatly appreciated.
Hi liz44. Thanks for the response, I'm glad the process ReyJohn_D provided was able to point you in the right direction. I'll go ahead and give you a quick run-through on receiving payment on multiple invoices with the credit memo. This can only be done for all invoices per customer, but will still speed the process up quite a bit for you. Here's how:
Now the credit memo will be applied to all the invoices you selected. If the invoices are already marked as paid, this may not work. However, any invoices that are not marked as paid can be easily credited with this method. If there's anything else I can do, just leave a reply.
Thanks for the reply liz44. I always want to make things as easy as possible. If there's anything else you need please don't hesitate to come back. Someone's always ready to help in the community.