Payments
You can open a customer statement to find and remove the credit, @CCMT. I'd be delighted to walk you through the steps.
You'll want to create an Open item and Balance Forward the customer statement to find the $252 your customer credits monthly. Here's how:
- Go to the Sales menu and select the Customers tab.
- Find the name of that customer.
- Click the drop-down from the Action column and choose Create Statement.
- From the statement type, choose the Balance Forward or Open item.
- Hit Save and Close.
Once done, you can navigate to the Statements tab. View the statement you've created to identify the transaction causing the credit. Take note of it, then Void or Delete if it was mistakenly created.
Additionally, you may to turn off the automatically apply credits feature, giving you the option to decide when to apply the credits for your customers moving forward.
Furthermore, there are several financial reports you can run to track your sales income in QuickBooks. These reports provide helpful insights on the items you buy and sell, as well as the status of your inventory.
Please let us know if you have any other questions about handling your customer's credits or other QBO-related tasks. Keep safe always.
