Manage Suppliers and Expenses

Good day to you as well, ED.

I'm here to clarify things out.

Currently, this is working as designed. We rolled out some updates for a proper workflow. What you can do to record the credit is to create a Credit Note. This helps immediately reduce a customer's current balance.

Here's how:

1. On the left navigation menu, click + New.
2. Under Customers, select Credit Note.
3. Add the customer from the drop-down list.
4. Enter the credit information and hit Save and close.

Here's sample screenshot for a visual guide:

Then, apply the credit when you make a receive payment. Here's an article for more details: Create and apply credit notes or delayed credits in QuickBooks Online.

Kindly update me if you have any follow-up questions or other concerns. Take care and stay safe!