Attach open credit to invoice

Hi there, @AEB2. I'll share some insights about your concern so you can proceed to complete your task and successfully apply credits your invoices in QuickBooks Desktop (QBDT).

Since you can't apply a credit to an invoice, you can consider linking the credit to your Receive Payment page. That said, you'll have to ensure you've selected the customer to link the credit. I'll gladly input the steps below so you can get through this situation. To begin, here's how:

1. Access your QuickBooks Desktop company.
2. Go to the Customer Tab, and then select Receive Payments.
3. Choose the customer, and then click the Discounts and Credits button below the Help button.
4. Select the credit by ticking the box in the Available credit section.
5. Once everything is set, hit Done.

In case you're not seeing the credit when linking it in the Receive Payment page, it could be that the credit has already been linked to other invoices that you have in your company. This is only possible if you enabled the Automatically apply payments in your company's preferences.

To verify if this is the case, you can run the Transaction List by Customer report. To begin, here's how:

1. Go to Reports, and then select Reports center.
2. In the search bar, type Transaction List By Customer.
3. Customize the report.
4. Go to the Filter tab, and then type Name.
5. In the Name section, click the drop-down button and then select Multiple Names
6. Select the customer that you'd like to track, and then click OK.
7. Search for Amount, and then click on it.
8. Hit the Radio button and enter the amount of the credit you want to apply to that customer's invoice.

In addition, here's an article in case you'd like to void a customer's payment in QBDT: Void or refund customer payments in QuickBooks Desktop.

Feel free to visit this page to learn more about the A/P workflow: Accounts Payable workflows in QuickBooks Desktop.

@AEB2, know that you can always get back to me if you need further assistance managing credits in QuickBooks. You can also post here in the Community space if you have any additional QuickBooks-related concerns. I'll be more than happy to serve you once again. Take care, and have a good one.