QB Issue Resolution:

Welcome to the Community.  You can record a credit memo and apply it to an invoice to make sure they are paid. Let me show you how:

 

  1. Go to the + New menu.
  2. Choose Credit Memo.
  3. Enter the necessary information (including the customer name, date, products/service items, quantities, and amounts).
  4. Click Save and close.

Then, apply the credit to the invoice. Here’s how:

 

  1. Go to the + New button on the left menu.
  2. Choose the Receive Payment.
  3. Select the customer, then the credit and the invoice.
  4. Click Save and Close.

To apply the credit to future invoice, here’s how:

 

  1. Select the + New button on the left menu.
  2. Choose Invoice.
  3. Enter the necessary information to create the invoice.
  4. Once done, select Receive Payment, then choose the credit.
  5. Click Save and Close.

 

I’m also adding help articles for your future reference. Read through:

 

  • Record a customer payment. It also covers recording partial payments so you can keep track of the invoice’s open balance.

Resolution for Issue 'Hi, I have a recurring client who has submitted a check that has posted to my account. The payment is for several invoices. How do I properly record (match) the invoices across the appropriate invoices so that they are marked paid? Is there a manner in which to do so and maintain the credit for future invoices? Thanks in advance.' available: Yes (Solved).
Source: Intuit Community forum.

Hi, I have a recurring client who has submitted a check that has posted to my account. The payment is for several invoices. How do I properly record (match) the invoices across the appropriate invoices so that they are marked paid? Is there a manner in which to do so and maintain the credit for future invoices? Thanks in advance.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

Support for Credit Memo
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