Cannot find credits
US QuickBooks Premier : 2008: Manufacturing & Wholesale
Customer credits are not showing in the receive payments window. The credits or over payments were issued under customer name
not to customer with job address.
70
78
a4mIPjX_Gr3QjyacfA8pyY
11/02/09 1:40pm PST
Viewed by asker 03/09/10 11:57am PST
Viewed by asker 03/09/10 11:57am PST
2 Replies
Optimist
Questions asked: 40
Questions answered: 4607
Points earned: 10669
Questions answered: 4607
Points earned: 10669
Allstar
Advisory council of community power users.
11/02/09 2:28pm PST
Credits will not show under the receive payment window because they have already been "received." You will need to go to the customer center. If you want to apply a credit to a specific invoice, go to that customer's transactions and bring the invoice into the invoice window. Use the apply credit button to apply the customer's credit to the invoice.
11/05/09 12:18pm PST
Latest post
I tried to use the credit button to apply the customer's credit to invoice but I received a message that there's no open invoice. I thought that if you made a credit memo or received overpayment under the customer name only not with a specific job, you will be able to use it on any open invoices. Please advise as I do have several accounts with the same issue. Your help is very much appreciated.
