Hello bbqman,
I understand you're having fundamental issues with applying credit to a sales invoice. This is not the experience we wanted our customers to have. The steps provided by MirriamM and Kass_B on how to apply a credit note are the usual steps used in QuickBooks Online.
Furthermore, if you're getting unapplied payments, please check the following:
- Check the date of the payment or credit to make sure it is not before the invoice date.
- Check if payment is entered without matching the sales form.
Also, you can check this link to learn more about Create and apply adjustment notes or delayed credits in QuickBooks Online.
Since you've tried using the steps provided and still get unapplied payment. I'd recommend contacting our Customer Care Team. That way, they can further check your transaction and ask for your QuickBooks Online company detail in a secure form. Here's how:
- Click on the Help icon in QuickBooks Online.
- Click on the QuickBooks Online product, and click on Contact Us.
- Enter a brief description of your issue.
- Click on Chat Us or Call us or you can use the link https://help.quickbooks.intuit.com/en_AU/contact
Feel free to post again in the Community if you have more questions.
