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K
kath-iolo-com
July 21, 2020
Question

I do not want the credit memos to be applied to invoices automatically.

  • July 21, 2020
  • 1 reply
  • 0 views
how do I do this?

1 reply

Kristine Mae
Kristine Mae
July 21, 2020

You'll have to turn off the automatic apply feature, Kath-iolo-com. It will stop the credit memos to be automatically applied. 

 

Let me guide you with the steps:

  1. Click the Gear icon.
  2. Select Account and settings.
  3. Go to the Advanced tab.
  4. Click the Pencil icon in the Automation section.
  5. Uncheck the Automatically apply credits box.
  6. Click Save, then Done.

I'll include the reference on how to create and apply credit memos or delayed credits to guide you.

 

We're just one post way. Don't hesitate to reach out to us again if you have other concerns. 

B
Barbi2
February 25, 2025

I received a payment that I don't want applied to a credit in the system for that customer but can't get QB to not do so. My settings already show that automatically applying credits is off. Unchecking the credit when receiving the payment does not stop it from not being applied to the payment. Are there any more fixes? Thank you!

A
Aldren18
February 25, 2025

You've done everything right so far, Barbi. Let's investigate further to ensure payments aren't auto-applied to a credit.

 

It's important to note that the Automatically Apply Credits option affects the next transactions, rather than the existing entries in the Receive Payment process. If you deactivate this option after receiving payments, we will need to remove any auto-applied credits from an invoice manually.

 

Here's how you can do that:

 

  1. Choose the invoice with the credits applied.
  2. Click on the blue hyperlink of the applied credit, then select the date to open the payment transaction.
  3. Go to More, then Delete, and confirm by selecting Yes.

 

In case you need to transfer the credit from one customer to another, you can create a journal entry and apply the credit accordingly.

 

If invoices received after turning off the option still apply for credits automatically, I recommend clearing your browser's cache to eliminate any browser-related issues.

 

To start, let's access your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys below to open an incognito window in all supported browsers:

 

Mozilla Firefox: CTRL + Shift + P

Microsoft Edge: CTRL + Shift + N

Google Chrome: CTRL + Shift + N

Safari: Command + Shift + N

 

After starting a new private browsing session, please log into your QBO account and check if the payment is no longer applied automatically. If yes, proceed to clear your browser's cache to help the program run smoothly and eliminate technical issues. You can also use other devices and supported browsers as alternatives.

 

Furthermore, I suggest bookmarking these valuable articles on handling customer transactions in the system. These resource guides provide best practices to streamline your invoicing process and efficiently manage customer refunds:

 

 

As you continue to optimize your financial management with QuickBooks Online, I'd like to introduce you to an exciting opportunity to enhance your experience. I recommend exploring QuickBooks Live Expert Assistance for personalized guidance from QuickBooks-certified experts. Whether managing payment transactions, setting up your books, or optimizing your workflow.

 

I appreciate the opportunity to assist you, Barbi. We're honored to be your trusted QuickBooks support partners, always ready to help you navigate and address any concerns that come your way. It's our pleasure to continue supporting your business and helping you achieve your goals.

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