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December 13, 2021
Question

Can an AR payment has been made in error. How can I credit this?

  • December 13, 2021
  • 1 reply
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1 reply

December 13, 2021

I’m here to help you handle this payment in QuickBooks, @userprintrepairs.


Before anything else, what error did you receive?


If you want to apply the credit as payment to your customer’s invoice, you can follow the steps below to do it:

 

  1. Select the + New button, then choose Receive payment.
  2. Select the customer’s name.
  3. Click the invoice in the Outstanding Transactions section.
  4. Select the adjustment notes you want to apply in the Credits section.
  5. Leave the Payment method, Reference no, Deposit to, and Amount received fields blank.
  6. Press Save and close when you’re done.


Check out this reference to learn more about handling credits: Create and apply adjustment notes or delayed credits in QuickBooks Online.


You can customise your sales forms to personalize their details and formats. This article provides you the complete instructions: Customise invoices, quotes, and sales receipts.


Don’t hesitate to tap the Reply button below if you mean something else or have additional questions in managing your transactions. I’ll be here to help. Have a great day and always take care!