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M
MarcD1
February 2, 2024
Question

How to invoice a new order for a client that has a credit in their account

  • February 2, 2024
  • 1 reply
  • 0 views

We are currently using QB Desktop Pro 2023. We have a client that has a credit amount in their account with us. Client has placed a new order and we would like to know how to use her existing credit to offset the amount due for a new invoice.

1 reply

H
Henock K
February 2, 2024

Hi MarcD1,

 

Welcome to the Community.  It's essential to correctly record your transactions to keep track of your books. QuickBooks Desktop is a flexible program that simplifies the way you manage your books. I'd be glad to help.

 

Based on what you've described, I feel you'd benefit more from contacting our support team outside of the community. They'll be able to point you in the right direction to record your invoice. You can review this article to reach out to our support team.

 

Let me know if you have questions, I'll be happy to help.

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