Oct 25, 2018 · When this happens, you can use the credit toward an invoice, refund the customer, or enter the overpayment as a tip in QuickBooks. Option 1: Apply the credit to an invoice Apply the credit to an invoice you already created. Select + New. Select Receive payment or Receive invoice payment. Select the customer, then the credit and the invoice. Aug 16, 2020 · By unapplying a credit in QuickBooks, you can adjust the overpayment in QuickBooks. Usually, when a customer makes an overpayment, QuickBooks automatically applies the credit to an overpaid invoice from a customer. However, you can unapply this credit in QuickBooks application and choose another method to settle the extra payment in QuickBooks.
Setting up Customers Working with Price Levels in QuickBooks Setting up Jobs Creating quotes (Estimates) Invoicing Progress Invoicing (linking Invoices to a Quote) Printing Invoices Credit notes Receiving Payments from Customers Setting of Credits Looking at underpayments and overpayments Customer statements