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B
Breeeze
March 11, 2026
Question

Apply a customer's credit balance to open invoices - Credit doesn't show other than in customer balance.

  • March 11, 2026
  • 1 reply
  • 6 views

I have a customer with a two year's old credit balance and an open past due invoice for the same amount at the same time. Auto apply only works forward and doesn't go back, so that is not the answer. I can't see the credit or overpayment in his transaction list. When I click on "receive payment" for that invoice, the credit does not show for me to check the box and apply it. I don't know how to clear the customer's account. I also looked and saw that it was not a beginning balance. I could sure use some help here. TIA.

1 reply

A
Aldren18QuickBooks Team
QuickBooks Team
March 11, 2026

Hello, Breeze. We will need to identify what created this credit before we can properly clear and resolve the customer’s account.

 

Let’s start by reviewing whether there’s an open customer credit causing the balance. From the customer’s profile, use the Type dropdown and select Credit Memos or Money received to see if there are any unapplied credits associated with this customer.

 

 

You can also run the Transaction List by Customer report. Start by filtering it to that specific customer and review for any credits or payments that remain unapplied.

 

If the issue persists after these checks, it’s best to reach out to our live support team so they can take a closer look at your account setup and the underlying transactions.

 

I’ll keep this thread open for any updates, questions, or additional details you’d like to share as you work through these steps.

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