Quickbooks Desktop Apply Credit To Invoice. Simply find the one, or ones you wish to unapply and click on the check mark next to it to make the check mark disappear. At the bottom of the receive payment window, you can see the amount for which qbo will create a credit when you click save and close.
Click customers in the top menu bar and select receive payments. One easy way to handle transfer credit from one customer to another customer is to write a journal entry in qbo. Customer (martha) has a $500 open invoice.
You can discuss with your customer about the most suitable way to get it done and then proceed further to the next section.
A vendor might supply you with a credit document that indicates you no longer owe the amount stated on the document, or the vendor might issue a refund check to you. From the details click set credits and apply the corresponding credit. If at all possible, apply smaller credits against larger bills. Apply the credit to an unpaid invoice.
