Help has arrived, @bobbieme.
I'll ensure you'll be able to zero out the overdue balance on your customer's account in QuickBooks Online.
One reason why the program shows a balance is open invoices. That is why the payment is showing as unapplied in the visual reference you've provided. What we can do is to check if you have open invoices and apply those payments by recording them.
I'll show you how:
- Go to +New, then choose Receive Payment.
- From the Customer dropdown, select the name of the customer.
- On the Payment method dropdown, choose the payment method.
- From the Deposit to dropdown, select the account you put the payment into.
- In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
- Enter the Reference no. and Memo if needed.
- Click Save and close.
This detailed guide provides extra information on how to receive and record invoice payments in QuickBooks.
Also, this article might be helpful in the future to learn about recording payments: Record invoice payments in QuickBooks Online.
We're more than willing to help if you have any other concerns with invoices or transactions in QuickBooks Online. We wish you the best. Stay healthy always.