Skip to main content
C
CGLog
November 5, 2021
Question

Credits are not showing up on Payment Receipts

  • November 5, 2021
  • 1 reply
  • 0 views

I'm having an issue with printing customer payment receipt slips whenever I apply a credit to the payment. The credits are not showing on the receipts. This issue is recent, as it never did that before. [I'm currently using Quickbooks desktop, but I also tried the Online version and it's the same.]

 

Example: 

Payment - $150 

Invoice 1 - $100

Invoice 2 - $100 

Credit 1 - ($50)

 

When printing the Receipt:

Invoice 1 - $100

Invoice 2 - $100 

Amount Credited - $0

Total - $200

 

There used to be a section below the invoice portion that spells out what credits applied to the payment.  However, that doesn't show up anymore. The temporary solution we did was to put the credit info and the actual payment received amount info in the Memo section, as the total amount printed is wrong. 

1 reply

T
Trish_T
November 5, 2021

Hi CGLog,

 

As you've mentioned, previously you were able to see credits on customer receipts when printing.  In QuickBooks Desktop this is currently not available.  However, if you feel this would be beneficial moving forward, you may wish to provide your suggestion to our Development team by going to Help in the menu bar and then Send Feedback Online.  We appreciate any recommendations you may have to improve your overall customer experience with QuickBooks Desktop.

 

In addition, with regards to QuickBooks Online, there's an option in the company settings to apply credits automatically.  Here's how:

 

1. From the Gear in the top right of QuickBooks Online, select Account and Settings

2. Choose Advanced from the left menu and scroll to Automation

3. Click the Edit icon to the far right and set the Toggle to automatically apply credits

4. You'll hit Save and then Done

 

Please don't hesitate to reach back out if you have any other questions or concerns.  We'd love to help!

 

C
CGLogAuthor
November 5, 2021

This suggestion isn't helpful.

 

1.) What is the point of printing out a Payment Receipt if the total doesn't match with the amount received in the bank? If a customer paid $150, why would I print out a $200 payment receipt? That doesn't even make sense how it could happen like this. This isn't something "beneficial" that I want to see in the future. I need this function as it is necessary.

 

2.) I don't need to apply the credit automatically. If the customer doesn't use the credit with the payment, there's no point of applying the credit.

 

3.) You've mentioned that this function isn't available on the Desktop version. Does it mean it's available on the Online version? If so, please let me know how I can go about with this as I've also tried on both platforms and it doesn't work.

 

Please provide a better solution that what is offered. This has to be some kind of bug or glitch.

T
Trish_T
November 5, 2021

Hi CGLog,

 

When creating a sales receipt in QuickBooks Online, you'd have to enter the credit as a line item to show the deduction from the total owing.  However, if you choose the option to Receive Payment, any credit memos created for your customer will appear at the bottom and you'd select them to be deducted from the total amount due.  Here's more detailed information to assist with creating and applying Credit Memos in QuickBooks Online.

 

If you require further assistance, please contact us so we can work with you in real time and help you reach your goal.  We'd be happy to guide you through the process!

 

Schedule a Callback or start a Chat: Select the ? in the upper right in QuickBooks Online > enter "Contact support" > click Contact Us > provide a brief description > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Terms & ConditionsAccessibility statement