![]() ![]() Sending the available credits to your clients works differently in QuickBooks Online. Thanks for the complete details, like to verify, when you say "entered to their accounts as a credit on account", did you enter the overpayment through the Receive Payment or Credit Memo screen? If so, the credit should be posted as a negative balance on the customer's account. Please let me know how that works. I'm here to provide any additional assistance if needed. I'll share this article too for reference: Accounts Receivable workflows in QuickBooks Desktop. Then, send the transaction history to your customer, so they'll have a good view of their payments. On the Customer Payment screen, choose Reports and Transaction History.Under the Transactions tab, double-click the payment to open it. ![]() Go to Customers at the top menu bar, then choose Customer Center.To enter a note, write it in the Memo field and it should be included once you print it. Print the transaction history of the payment, so you can see the invoice, amount, and overpayment. Let me help create a printed record for the customer's overpayment. I want to thank you for providing the complete details of your concern. I figured out how to get around the problem but I am not the first user to have this problem and hope that QB developers will fix it in a future release. When it is stored at "delayed credit", you cannot see anything about it except the payment that was made at the time it was created. It would also provide a good record within QB to explain what that credit was all about in case someone needed to try to figure it out. I would have liked to be able to send them a Credit Memo that explained which Invoice had been overpaid and why. The invoice was corrected but the customer paid the original amount so there was an overpayment. In my case, the customer overpaid an invoice because the invoice originally sent had the wrong amount for an item purchased. The better solution is for QB to allow you to create a Credit Memo in this situation so you can enter information about the circumstances of the overpayment and can look at and send it like a Credit Memo. You can send your customer an account statement with an explanation of what happened but this is a poor solution (in my opinion). It is stored as a "delayed credit" which is handled differently than a Credit Memo and cannot be displayed ever again as a credit memo from within QB. Even worse, the credit is NOT saved as a credit memo in the system so it DOES NOT show up when you filter by Credit Memo as you have shown above. However, the PDF credit memo does not have a Credit Memo number, reference a PO number, or even allow you to include any information in the memo that gets printed. If you opt to apply the overpayment as a credit, QB will ask you if you want to print a credit memo, which you can print to a PDF if you know this is your only chance to do so. When you enter the payment, QB will ask if you want to apply the overpayment as a credit on the Customer's account or give a refund. A customer sends a payment that is greater than the open invoice.ΔΆ. However, this does not work for the case in question. ![]()
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