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T
tuwilliger
July 16, 2021

New invoice keeps adding a partly paid amount

  • July 16, 2021
  • 1 reply
  • 0 views

Hi,

 

I'm trying to create a new invoice for an existing client. For some reason it keeps adding a 'partially paid' deduction from the invoice total from 2019, even though this isn't the case.

 

I've no idea why it's doing this or how to remove it to allow the full total.

 

Help!

1 reply

P
payment after leaving
July 19, 2021

Hi tuwilliger Do you have any of the automation functions activated within the advanced settings?

T
tuwilligerAuthor
July 19, 2021

Hi @payment after leaving 

 

Thanks for replying. I've turned off "automatically apply credits" from the automation section but it's still here.

 

Have attached screenshot of what I see - the "amount received" field is never usually there but this client doesn't have any credit with me and it's not clear how to manually remove it so i can bill for the correct total amount

G
GeorgiaC
July 20, 2021

Hi tuwilliger, thansk for checking that setting. For the credit that has already applied, please try following the steps below to un-apply this:

 

1) Go to Sales > Customers

2) Select the customer from the list 

3) Click onto the invoice to open

4) Select '1 payment' in the top-right > Click the date 

5) On the Receive payment screen, untick the credit under 'credits' > save

 

Please get back to us below if you're needing any further help 🙂

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