Skip to main content
V
vonneyf
March 4, 2023
Question

unable to split payment between invoices, now have unneeded credit!

  • March 4, 2023
  • 2 replies
  • 0 views

Hi,

 

We used to be able to split a payment between clients or, if a bulk payment was paid, between invoices. this seems to not be the case and we now have somehow ended up some kind of credit which, when new invoices have been raised, hav come up as automatically paid due to the non-existing credit. we cant send the client the 'paid' invoice and I have no idea what to do. We tried to delet the payment from the invoices but that hasnt worked. I am a very basic QB user so gratful for your help please.

2 replies

Adrian_A
Adrian_A
March 5, 2023

Hi there, vonneyf.

 

I'll take that the invoice will automatically be closed after sending one. I'm here to share more information about it.

 

When you configure your QuickBooks account to apply for the credits automatically, the invoice status will change. If you want to receive the payment manually, you can turn off the Automatically apply credits feature. Here's how:

 

  1. From the Gear icon, select Account and settings.
  2. Go to the Advanced tab.
  3. Click the Edit (pencil) in the Automation section.
  4. Toggle the Automatically apply credits button to Off.
  5. Click Save, and then Done.

 

You can check this article for more information about the feature: Create and apply credit memos or delayed credits in QuickBooks Online.

 

I've also added this reference as your guide in recording customer payments: Record invoice payments in QuickBooks Online.

 

Keep me posted whenever you have concerns about recording payments.

Adrian_A
Adrian_A
March 5, 2023

Hi there, vonneyf.

 

I'll take that the invoice will automatically be closed after sending one. I'm here to share more information about it.

 

When you configure your QuickBooks account to apply for the credits automatically, the invoice status will change. If you want to receive the payment manually, you can turn off the Automatically apply credits feature. Here's how:

 

  1. From the Gear icon, select Account and settings.
  2. Go to the Advanced tab.
  3. Click the Edit (pencil) in the Automation section.
  4. Toggle the Automatically apply credits button to Off.
  5. Click Save, and then Done.

 

You can check this article for more information about the feature: Create and apply credit memos or delayed credits in QuickBooks Online.

 

I've also added this reference as your guide in recording customer payments: Record invoice payments in QuickBooks Online.

 

Keep me posted whenever you have concerns about recording payments.

Terms & ConditionsAccessibility statement