Payments
Let me further assist you, @SCH LLC.
The above steps are for QuickBooks Online. To help you see the applied credits for an invoice in QuickBooks Desktop Pro Plus 2021, please refer to these steps:
- Go to the Reports tab and hover over the Customers & Receivables section.
- Click Transaction List by Customer.
- Set the desired date for the transaction in the Dates field.
- You can tick the Customize Report button, then go to the Filter tab and choose the Transaction Type to Credit Memo (see the screenshot for reference).
- Hit OK.
- Then, look for the customer's name you'll need to check.
- Double-click the Credit Memo for that customer.
- Once opened, look at the right side of the screen and you'll see the Recent Transaction section.
- From there, you'll see which invoice the credit was applied to.
- Click the Invoice to see the details.
For more info, please head to the Customize reports page at this link.
You can also seek self-help articles on our QuickBooks help articles page, to help you get your QuickBooks task done in no time.
If you need further assistance about viewing credits applied to the invoices, leave a response below. I'm just a post away to help you. Have a good one.
