Remove Customer's credit
1/5/09 11:17 PM, Viewed by asker 1/7/09 8:27 PM
Total Views: 426
Total Views: 426
I have searched the website for an hour now, but the same question seems to have different answers once the details come into place.
Here is what I have:
The customer decided to give me a check in advance, so I can apply it to the future invoices as they occur. She did not use all of it. Her husband is also my customer (they both have businesses and I have them listed as separate accounts). They asked me to apply her remaining credit to his invoice.
I received a payment in full from him (probably, I shouldn't have done that), so his invoice shows as PAID. So, I need her credit to be zeroed out. I'm not sending her a check, nor it's a refund, correct? If I issue a credit memo it doubles her credit. Clearly, that's not what I need :))
Thank you in advance for your help!
Here is what I have:
The customer decided to give me a check in advance, so I can apply it to the future invoices as they occur. She did not use all of it. Her husband is also my customer (they both have businesses and I have them listed as separate accounts). They asked me to apply her remaining credit to his invoice.
I received a payment in full from him (probably, I shouldn't have done that), so his invoice shows as PAID. So, I need her credit to be zeroed out. I'm not sending her a check, nor it's a refund, correct? If I issue a credit memo it doubles her credit. Clearly, that's not what I need :))
Thank you in advance for your help!
All Replies: Answers (1)
Hi profilemkt!
Thanks for posting your question. I believe I found a help article that should assist you in resolving your problem. Please click on the link below and it will explain how to apply a credit from one customer job to another customer job.
http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K9/ContentPackage/Core/Payments/task_use_unapp_creds_diff_custjob.html
Thanks!
Amy
Thanks for posting your question. I believe I found a help article that should assist you in resolving your problem. Please click on the link below and it will explain how to apply a credit from one customer job to another customer job.
http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K9/ContentPackage/Core/Payments/task_use_unapp_creds_diff_custjob.html
Thanks!
Amy
