Hey there, @sschmidt11,
It's great to have you as part of the conversation. I can share some insights about recording your customer's payment in QBO.
I want to make sure you're accounting these payments correctly. If your customers are paying you in advance for a service, you can use retainers to record them. Here's a great reference you can check for the complete steps on how to record deposits from customers before performing any services: How to record a retainer or deposit
However, if you're referring to recording customer credits, here's how you can do that:
Enter a credit memo:
- Click the Plus icon (+).
- Select Credit Memo.
- Key in the customer name, date, products/service items, quantities and amount.
- Tap Save and close.
Apply the credit memo:
- Click the Plus icon (+).
- Select Receive Payment.
- Enter the payment details.
- Under Credits, pick the Credit Memo.
- Verify that the total to pay (if any) is correct after applying the Credit Memo.
- Select Save and close.
I'm sure those steps will get you on the right track. Please feel free to post an update below if you encounter any issues along the way or need further assistance with the steps. I'm here to lend you a hand anytime. All the best!
