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nziegler
Level 1
posted
‎June 02, 2020 09:59 AM
last updated ‎June 02, 2020 9:59 AM

Customer credit not carrying over to new invoice

I have a customer who overpaid a prior invoice.  In the past, there was a question that asked if I wanted to apply the credit to the new invoice.  This last time, I answered yes, but then found that I had created two duplicate invoices (prior to sending) and accidentally deleted the one that the credit was attached to.  The credit no longer shows up when I search on the customer.  Is there a way to get it back into the system?

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1 Comment 1
Mark_R
QuickBooks Team
QuickBooks Team
‎June 02, 2020 12:12 PM

Customer credit not carrying over to new invoice

Glad to have you here in the Community, @nziegler.

 

You can still apply the customer credit to the newly-created invoice. Let me guide you through the steps.

 

When deleting an invoice where the credit applied, the amount will be an unapplied payment. To apply the credit to the invoice, you'll have to select the Unapplied Payment under the Credits section when receiving the payment.

 

Here's how:

 

  1. Click the + New button, then select Receive Payment.
  2. Select the customer from the drop-down.
  3. Choose the invoice in the Outstanding Transactions section.
  4. In the Credits section, put a checkmark to the Unapplied Payment.
  5. Click Save and close.1.PNG

However, if you don't see a Credits section, it's possible that the payment was applied to the other invoices. To review it, you can open the payment transactions and check if there were invoices paid.

 

  1. Go to the Sales menu, then select Customers.
  2. Choose the customer from the list.
  3. In the Transactions List, double click the payment transaction to open.2.PNG
  4. Review the outstanding transaction. 

If there were invoices paid that are not applicable for the payment, you can remove the checkmark and click Save and close. This way, the credit will show when you receive the payment for the new invoice.

 

Here's an article you can read to learn more about how to apply credits in QuickBooks Online: Create and apply credit memos or delayed credits.

 

As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a great day and keep safe.

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