Solved
Duplicate customer payments
Hi, a customer paid for some invoices twice. I then entered the overpaid amount as unapplied cash on the customer. How do I now use that to pay their subsequent invoices?
Hi there, @Witty2021.
Applying unapplied cash payments to your customer's subsequent invoices is easy peasy. I'd be happy to guide you through the steps.
- Sign in to your QuickBooks Online (QBO) account.
- Click the + New button, then select Receive payment.
- Select the customer from the drop-down.
- In the Outstanding Transactions section, select the invoices.
- In the Credits section, put a checkmark on the Unapplied Payment.
- Click Save and close.
I'm adding this article for more details: Create and apply credit notes or delayed credits in QuickBooks Online.
Just in case you want to personalise and add specific info to your sales forms, you can read this article for your future reference: Customise invoices, estimates, and sales receipts in QuickBooks Online.
If you need any assistance applying unpplied cash payments to invoices, I'm available here to help any time!