Click Print or Preview to review the statement.On the customer's account, click the New transaction button at the top.Let me walk you through on how to accomplish this: By doing so,they'll be able to see their available credit which they can use for their next invoice. To issue a credit note/memo, you can send a statement to your customer. Sending the available credits to your clients works differently in QuickBooks Online. Thanks for the complete details, like to verify, when you say "entered to their accounts as a credit on account", did you enter the overpayment through the Receive Payment or Credit Memo screen? If so, the credit should be posted as a negative balance on the customer's account. Please let me know how that works. I'm here to provide any additional assistance if needed. I'll share this article too for reference: Accounts Receivable workflows in QuickBooks Desktop. Then, send the transaction history to your customer, so they'll have a good view of their payments. On the Customer Payment screen, choose Reports and Transaction History.
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