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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


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.


If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.


KB ID# HOW12265
8/29/2015 4:32:04 PM
PPRDQSSWS400 9125 Pro 2015 d10dab