In the Customer field, make sure to enter the appropriate name.Here are the complete steps on how to do it. Once done, you can make a payment by linking the invoice and deposit. In the Customers tab, find the customer name.Once you're ready to invoice your customer, here's how you could do it: That is the available credit you can apply for their future invoices. This performs an adjustment to resolve the difference in the overpayment.Īfterward, you'll see an open balance by going to Sales > Customers. It's because the system will generate a balance after matching the deposit to an invoice from the bank feed.Īnd, yes, you'll need to utilize the Resolve difference feature affecting the Account Receivable account. I'll make sure you'll able to handle the remaining credit.Ĭreating a credit memo is not necessary. Thanks for joining this thread and providing detailed information about the scenario, pfstx. Let me know if you have other questions about payments and matching transactions. And you still have the opportunity to review the events before you add them. By setting up bank rules, QuickBooks will automatically categorize transactions for you. Moving forward, you can reduce the amount of time it takes to manage transactions on the Banking page. I also have a video tutorial here for recording memo and balances in QBO for your visual reference.
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