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snow151
September 16, 2020
Question

Delete customer credit

  • September 16, 2020
  • 1 reply
  • 0 views

when we first switched to QBO from paper invoices, I noticed an error where we overcharged a client on an invoice. On their next invoice we gave them a discount that covered the amount we overcharged plus a little extra for the inconvenience. However, now it is showing a credit on that client's account that the system tries to apply to each new invoice we do for them. I want to  get rid of this amount as there is no amount owed to this client anymore. Is there a way to delete this credit? 

Thanks

1 reply

PatriciaT
PatriciaT
September 17, 2020

Hi snow151,

 

Thanks for this information on your account. QuickBooks Online is designed to make your invoicing process smooth and easy. I'll be happy to point you in the right direction with this.

 

To delete a customer credit that was automatically created by the system, you'll first need to identify which invoice payment is causing that credit and analyze from there to see if the payment amount is valid or not to readjust if necessary and dissolve the credit. Because we need a closer view at your account for this, I'd recommend reaching out to our tech support team. With tools like screen sharing among others, we'll be able to investigate this issue thoroughly and get to the bottom of it. Here's how to reach out.

 

Schedule a Callback or Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.

Social Media: Facebook, Twitter, and Instagram from Monday to Friday between 9 a.m. and 8 p.m. ET


All the best to you!

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