Skip to main content
J
JBarton
April 30, 2024
Question

ACH payments from Customer

  • April 30, 2024
  • 1 reply
  • 0 views

I received an ACH payment from a customer that overpaid an invoice.  On the next ACH payment from them, they withheld the overpayment from the total payment amount.  How do I apply that to the credit on the account?

 

Jan [Removed]

 

1 reply

E
ErwinQ
April 30, 2024

You can apply the credit to an invoice that has already been created, @JBarton.

 

Here are some easy steps you can follow to accomplish that:

 

  1. Open your QuickBooks Online Account.
  2. At the upper left side, go to + New.
  3. Choose Receive payment.
  4. Select the Customer, then the credit and the invoice.
  5. Select another pending invoice and enter the overpayment amount in the Amount received.
  6. Hit Save and new or Save and close.

 

You can check this article on how can personalize and manage your sales form: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have more questions regarding your invoice in QBO, feel free to reach us back by leaving a reply. I'm always available. Stay safe! 

Terms & ConditionsAccessibility statement