Can you turn-off auto allocation of credit notes against a customer when running statements?

Hello there, glen17.

Turning off the auto allocation of credit notes can be done by going to the company settings. And, here are the steps you can follow.

Here's how:

1. Click the Gear icon, click Account and Settings.
2. Go to the Advanced tab and look for the Automation section.
3. Uncheck the checkmark on the Automatically apply credits box.
4. Click Save, then Done.

I'm adding these articles in case you need to apply credits and send statements to customers.

• Create and send customer statements in QuickBooks Online
• Learn how and when to give a credit note or delayed credit to customers.

Let me know if there's anything else I can help while you're working on the customer's statement. Just leave a comment below and I'll get back to you.