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Sharmonet57
March 6, 2024
Solved

If I have a credit for one invoice, how can I use the credit to pay on another invoice?

  • March 6, 2024
  • 1 reply
  • 0 views
I work for a private school and we bill our tuition payments to our parents each month. One of our parents has multiple students. She overpaid two invoices on one of her children's invoices, rather than paying each invoice separately. There is now a large credit on one account while the other accounts are showing delinquent.  How can I apply the credit from that one account to the invoices that are due on the other accounts?
Best answer by ReymondO

Hi there, @Sharmonet57.

 

The option to apply a customer's credit balance to another customer's invoice is unavailable in QuickBooks. When a customer overpays, the resulting credit balance can only be applied towards that same customer's future transactions.

 

For additional reference about applying customer overpayment, you can check out this article: Handle a customer credit or overpayment in QuickBooks Online.

 

In addition, there are various scenarios for recording a customer refund in QuickBooks. You can check them out in this resource: Record a customer refund in QBO.

 

If you have further questions about applying customer credits in QuickBooks, add them to the thread. We'll be here to help you out. Have a good one.

1 reply

R
ReymondOAnswer
March 6, 2024

Hi there, @Sharmonet57.

 

The option to apply a customer's credit balance to another customer's invoice is unavailable in QuickBooks. When a customer overpays, the resulting credit balance can only be applied towards that same customer's future transactions.

 

For additional reference about applying customer overpayment, you can check out this article: Handle a customer credit or overpayment in QuickBooks Online.

 

In addition, there are various scenarios for recording a customer refund in QuickBooks. You can check them out in this resource: Record a customer refund in QBO.

 

If you have further questions about applying customer credits in QuickBooks, add them to the thread. We'll be here to help you out. Have a good one.

S
Sharmonet57Author
March 8, 2024

Thanks!

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