My customer has mnthly fee plus one purchase debited to his acc. He pays more than fee and purchase added together. How do I allocate the credit?

I know a few ways to deal with customer credits in QuickBooks Online, hermina.

If the customer pays you more, there are three options for handling their credits.

The first option is to apply it to the following invoice. You can do it by following the steps outlined below:

1. Click on + New.
2. Choose Receive payment.
3. Pick the customer, then the credit and the invoice.
4. Select another pending invoice and enter the overpayment amount in its Payment column.
5. Hit Save and new or Save and close.

If you want to apply it to the new invoice, follow these steps:

1. Click + New.
2. Choose Invoice.
3. Create the invoice.
4. Hit + New then Receive payment.
5. Select the credit and then Save and new or Save and close.

For more information about the other options, you can check out this article: Handle a customer credit or overpayment in QuickBooks Online

You can also use the steps in this link to send statements to your customers informing them of their outstanding balances and overdue invoices: Create and send customer statements in QuickBooks Online.

Return to this thread if you require additional assistance or have additional questions about customer-related transactions. Take care!