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Kelly6
December 11, 2018
Solved

How do I apply a credit to an invoice?

  • December 11, 2018
  • 1 reply
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I'm using QuickBooks 2016 for Mac Build 570 with Mac OS 10.12.6.

My client has invoices that total $3,000. He sent in a payment of $2,300 via check. He also has a $700 credit on his account. How do I record this so that the payments and credit get applied to all of the outstanding invoices and the account has a $0.00 balance?

Best answer by SkinnyRaven

Receive payments, leave payment amount at 0.00, from the bottom right of the payment window apply the credit. Recieve payments, apply the check.

1 reply

S
SkinnyRavenAnswer
December 11, 2018

Receive payments, leave payment amount at 0.00, from the bottom right of the payment window apply the credit. Recieve payments, apply the check.

    K
    Kelly6Author
    December 11, 2018
    Thanks! I think my problem was I didn't know I needed to apply the credit memo to a specific invoice.
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