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kg277
November 21, 2024
Question

QBO Turn off auto apply for customer payments

  • November 21, 2024
  • 1 reply
  • 0 views

Is there a way to turn off the setting that automatically selects the invoice to apply a payment to?  We would prefer to manually select which invoice the payment should be applied to.

1 reply

M
MirriamM
November 21, 2024

Yes, you can turn off the auto-apply payment for your customer's invoices, kg277. I'll be happy to guide you along the way.

 

You can go to the Account and settings page to disable the auto-apply payment feature. Here's what you'll need to do:

 

  1. On your QuickBooks Online account, go to the Gear icon.
  2. Select Account and Settings.
  3. In the left menu, choose Advanced.
  4. Click the Pencil icon in the Automation row.
  5. Toggle off the Automatically Apply credits.
  6. Click Save, then Done.

 

Please refer to the screenshot provided below for your visual reference.

 

That's it! By following these steps, your system will no longer automatically apply credits or any unpaid payments to open invoices.

 

I'm also adding this page for your guide and more insights if you want to know about the delayed credits and manage your credit memos: Create and apply credit memos or delayed credits in QuickBooks Online.

 

If you ever happen to process a refund or void your customer payments, you can check out this article for information on how to do so: Void or refund customer payments in QuickBooks Online.

 

If any more questions pop up about handling your customer payments, just drop a comment below. I'm right here, just a few clicks away, ready to lend a hand. Wishing you a fantastic day ahead!

K
kg277Author
December 2, 2024

This is close, but not exactly what I'm looking for.  I am looking to make it so payments do not automatically apply to any open invoices.  i.e. Customer X sends in a payment for $10,000 -- I want to manually select how that payment is applied to open customer invoices.

    R
    RogelioL
    December 2, 2024

    Thank you for coming back to this thread and for elaborating on your concern, @kg277.

     

    By default, QuickBooks will automatically assign your customer's payment to the first invoices. With that, I recommend submitting direct feedback to our product engineers about your suggestion to turn this off.

     

    Here's how:

     

    1. Go to the Gear icon, located at the top right corner.
    2. Select Feedback.
    3. Enter your suggestions/comments and click Submit.

     

    In the meantime, we can manually uncheck those invoices that were selected and enter an amount based on your preferences:

     

    1. Go to the Receive Payment, then enter the amount your customer has paid in the Amount Received field.
    2. Uncheck the invoices that were selected.
    3. Choose the Invoice you want to apply for the payment, then enter an amount.
    4. Modify the rest of the field, then click Save and Close.


    Moreover, you might want to check out this article to learn how to see your best sellers: Use reports to see your sales and inventory status in QuickBooks Online.
     

    Let me know if you have further concerns about managing your customer's payments. Have a great day.

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