How to apply customer credit to new invoice on the Mac?

[talyiana]

Hi there,

I just started using QuickBooks for Mac and have been spending quite a bit of time exploring the program and working with it. One thing I just cannot figure out though is how to apply credits to invoices.

For example, Jimmy Bean gives me an overpayment for a previous invoice so now has a credit. After doing future work for him and the time comes to create an invoice for the new work I have done, upon creating the invoice I see NO option to "apply credit" to his invoice - so how am I going to get this to show up on his invoice?

Thank you,
Christine

[qbqcca]

In the case of Jimmy Bean, you should not be trying get a credit to show on an Invoice.
You should not be doing accounting on an Invoice.

The Invoice is for the correct amount, and forms a part of that Customers Accounts Receivable. The credit is also forms a part of the Accounts Receivable.

Issue the Invoice, then print and mail a Statement along with the Invoice to your customer so they can see the Balance of their Account.

[Lyle Workman]

Or simply print the invoice and hand write a note stating the amount of credit available on the account. Mail it off and you're done.

Have a great weekend!

[LauraD]

After you create the invoice, go to Receive Payment. Select the invoice and apply credit.

If your invoice template includes payments/credits, it will print on the invoice, showing the balance due.

Does this help?

Laura D