Received payment and credits

Let's go over some troubleshooting steps to maintain the accuracy of your sales record, acct202.

We'll have to record the exact amount for the payment and enter the credit in the Add funds to this deposit section. I also suggest consulting with an account to determine the category to use for the credit. When you're ready follow the steps below to accomplish these tasks. 

To open the invoice:

1. Go to the Sales menu on the left panel and choose Customers.
2. From the list, click on the customer's name to see more options.
3. Choose the Transaction List tab and look for the invoice you're working on.
4. Click the drop-down arrow under the Action column and select View/Edit.
5. On the Invoice page, click the payment made link and the transaction date to open the Receive Payment page.
6. From there, clear the amount payment recorded and input the correct one in the Amount received field.
7. Press the Save and close button.

To deduct the credit:

1. Tap the New menu in the upper right and select Bank deposit under Other.
2. On the Bank Deposit page, tick the box for the payment.
3. Head to the Add funds to this deposit section, and fill in the fields with the correct information.
4. In the AMOUNT (USD) column, enter a negative amount.
5. Press Save and close.

For more details on recording deposits and consolidating several transactions into a single record, check out this article: Record and make bank deposits in QuickBooks Online (QBO).

Also, these resources contain solutions on how to handle customers' credits and link a deposit to an invoice:

• Create and apply credit memos or delayed credits
• Link a bank deposit to an invoice

Keep me posted if there's anything else you need or have concerns about managing invoices and payment transactions in QBO. I'm always ready to help you, acct202.