Question

How to match a journal amount with customer's invoice?

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Good to see you here in the Community, @userhelen1.

Applying a journal entry credit to an invoice is useful for times when you need to update an open invoice.

Let me guide you on how to apply the journal entry as a credit to your customer's open invoice.

Here's how:

1. Go to the +New button.

2. Under Customers, click Receive payment.

3. Choose your customer from the drop-down arrow.

4. Make no entry on the form.

5. Under Outstanding Transactions, select the invoice.

6. Select the journal entry to be applied as a credit.

7. Hit Save and close.

Feel free to use these links in handling customer payments:

Let me know if there's anything else that you need help with. Take care and have a great day!

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