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Augustine B
October 17, 2022
Solved

Apply Credit to multiple invoices

  • October 17, 2022
  • 1 reply
  • 0 views

Hi, I need to pay 4 invoices, using 2 credits.  One credit amounts is larger and other 3 is smaller than individual invoice . HOWEVER, the total amount due from all 4 bills is lesser than the 2 credits I have to use.  How can I use all 2 credits to pay all 4 invoices?

Any help would be much appreciated.

Best answer by Kevin_C

Thanks for clarifying your product, @Augustine B. This helps me to ensure that I can provide accurate steps on how to apply your credits to multiple invoices in QuickBooks Online (QBO).

 

In QBO, you can choose what credit/s to apply to specific invoices that you'll be paying. Just navigate to the Receive Payment window, then choose a customer from the dropdown. You will then see the invoices under the Outstanding Transactions section and the existing credits under the Credits section.

 

You'll want to follow these steps to proceed:

 

  1. Click the + New button, then choose Receive Payment.
  2. Select the customer in the Customer dropdown.
  3. Under the Outstanding Transactions section, select the open invoice you want to apply the credits to.
  4. In the Credits section, select the credit memos you want to apply to.
  5. For the open invoice in the Payment column, enter how much of the credit you want to apply.
  6. Fill out the rest of the form, including the Payment date.
  7. Make sure the total is correct after applying the credit memo. Once done, click Save and close.

 

For more information about this process, please refer to this article: Create and apply credit memos or delayed credits in QuickBooks Online. This resource also includes steps on how you can enable the auto-apply credits to customers' balances or open invoices.

 

Please let me know how it goes or if you still have other questions about applying credits to multiple invoices in QBO. Simply tag me in your reply and I'll get back to you as soon as I can. Keep safe!

1 reply

BigRedConsulting
BigRedConsulting
October 17, 2022

It's hard to tell what product you're using as you selected three.

 

If Desktop, just apply the credits using Pay Bills. It doesn't matter if they're less than or more than the bills due, or if there are one or many. If the credits fully pay the bills, then no bill payment will be created.

A
Augustine BAuthor
October 17, 2022

Hey sorry, I am using Quickbooks Online. 

 

 

K
Kevin_CAnswer
October 17, 2022

Thanks for clarifying your product, @Augustine B. This helps me to ensure that I can provide accurate steps on how to apply your credits to multiple invoices in QuickBooks Online (QBO).

 

In QBO, you can choose what credit/s to apply to specific invoices that you'll be paying. Just navigate to the Receive Payment window, then choose a customer from the dropdown. You will then see the invoices under the Outstanding Transactions section and the existing credits under the Credits section.

 

You'll want to follow these steps to proceed:

 

  1. Click the + New button, then choose Receive Payment.
  2. Select the customer in the Customer dropdown.
  3. Under the Outstanding Transactions section, select the open invoice you want to apply the credits to.
  4. In the Credits section, select the credit memos you want to apply to.
  5. For the open invoice in the Payment column, enter how much of the credit you want to apply.
  6. Fill out the rest of the form, including the Payment date.
  7. Make sure the total is correct after applying the credit memo. Once done, click Save and close.

 

For more information about this process, please refer to this article: Create and apply credit memos or delayed credits in QuickBooks Online. This resource also includes steps on how you can enable the auto-apply credits to customers' balances or open invoices.

 

Please let me know how it goes or if you still have other questions about applying credits to multiple invoices in QBO. Simply tag me in your reply and I'll get back to you as soon as I can. Keep safe!

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