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Apply an existing credit to an invoice

After entering credits for your customers in QuickBooks, it is necessary to apply those credits to your customers invoices.

Detailed instructions

QuickBooks 2013 and later

  1. Choose Customers > Receive Payments.
  2. Click the Received From drop-down arrow and select the customer's name.
    Note: You will see the available credit amount at the bottom of the window.
  3. Select an invoice and click the Discount & Credits button (on the ribbon at the window).
  4. Select any credits from the window and adjust the amount, if needed, in the Amount to Use column. 
  5. Click Done.
  6. Click Save & Close.

Note: In this scenario, credits available to a parent customer will not display if you try to apply them to specific jobs.  If you need to apply credit to multiples jobs, please see Transfer a credit from one job to another job under the same customer.

Accountant Edition only: Utilize the Client Data Review tool to fix unapplied customer payments and credits.


KB ID# HOW12265
2/6/2016 1:05:57 AM
PPRDQSSWS403 9132 Pro 2016 d44fca