How do i allocate a customer credit note to an invoice

Hi, @bailey01.

I can provide the details about allocating credit notes to an invoice in QuickBooks Online (QBO).

If you already created a credit note, here's how you can allocate or apply it to an invoice:

1. In QBO, go to the + New option at the upper left.
2. Select Receive payment.
3. In the Customer dropdown, choose the customer.
4. In the Outstanding Transactions section, pick the open invoice you want to apply the credit note to.
5. In the Credits section, select the credit notes you want to apply.
6. For the open invoice in the Payment column, enter how much of the credit you want to apply.
7. Leave the Payment method, Reference no, Deposit to, and Amount received fields blank.
8. Fill out the rest of the form, including the Payment date.
9. Make sure the total is correct after applying the credit note.
10. When you're done, hit Save and close.

To learn more about managing credit notes in QBO, consider checking out this article: Create and apply credit notes or delayed credits in QuickBooks Online.

I also recommend visiting our website for more tips and other resources you can use in the future: QBO self-help articles.

Please let me know in the comment section below if you have follow-up questions about applying credit notes or anything else QBO. I'm always here to help. Take care and have a good one.