QB Issue Resolution:

Hi @patternedowl16,

 

@Rustler‘s answer is correct and handy. I’d be glad to add a few things so you’ll be able to successfully record your invoice payments.

 

Let’s create a bank deposit so we can apply its excess as credits. This way, the unpaid invoice for customer 2 will be paid.

 

Here’s how:
1.  Click on the Plus “+” icon and select Bank Deposit.
2. Scroll down and go to the section labeled Add funds to this deposit.
3. On the first line under Account, select Account Receivable. (For customer 1, it should be in a negative amount.)
4. On the second line, select Account Receivable. (For customer 2, it should be in positive amount.)
5. Click Save and new (or Save and close).

 

Please feel free to see the screenshots below to see exactly what I mean.

 

With these steps, the bank deposit will be zeroed out but the unapplied invoice for customer 1 will transfer to the customer 2 invoices.

Resolution for Issue 'I have two related customers (under the same umbrella, but distinct in our billing system). Customer 1 sent me a check that covers several invoices for them as well as one invoice for Customer 2. How do I apply the unapplied balance credit from Customer 1 to the unpaid invoice for Customer 2?' available: Yes (Solved).
Source: Intuit Community forum.

I have two related customers (under the same umbrella, but distinct in our billing system). Customer 1 sent me a check that covers several invoices for them as well as one invoice for Customer 2. How do I apply the unapplied balance credit from Customer 1 to the unpaid invoice for Customer 2?: 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 one customer wanting to pay a DIFFERENT customers invoice
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Error Recovery for one customer wanting to pay a DIFFERENT customers invoice [Canada]
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