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T
tkennington-ltam
May 15, 2024
Question

Is anyone having issues with credits being automatically applied to invoices even though the settings are turned off?

  • May 15, 2024
  • 2 replies
  • 0 views
I have old payment credit being applied to new invoices. System generated from the audit history.

2 replies

JenoP
JenoP
May 15, 2024

 

Thanks for verifying beforehand that the automatically applied credits function is already disabled, tkennington-ltam.

 

I checked our records and I can't see any other reports or open alerts about this. 

 

However, accumulated data and other browser-related issues can lead to unexpected results when performing a task in QuickBooks Online. 

 

I'm here to provide troubleshooting steps to make sure that old credits do not automatically apply to newly created invoices 

 

First, make sure to use a supported, up-to-date browser.

 

Second, follow these steps that can resolve browser-related issues when working in QBO:  

 

  1. Try using a private or incognito browser.
  2. Restart your browser.
  3. Clear your browser's cache.
  4. Add Intuit as a trusted site.

 

After that, log back in and check if the credits are no longer added to the invoices automatically. 

 

Just in case you need more information and guidance when invoicing customers, allow me to share these articles with you:

 

 

Please remember that you can always reach out to us and post questions in the forum if you need more help when invoicing and getting paid in QuickBooks. We're open all the time to make sure everything is working properly. 

T
tkennington-ltamAuthor
May 20, 2024

Thank you for your response, but I did what was suggested to me and it didn't change the fact that the system reapplied old payments/credits to new invoices.

I have done what was suggested and it still has payments misapplied.

I had two conversations with help representatives. One with the chat and one via a phone call. Both had my return number "in case we get disconnected". Funny that both conversations were ended by QuickBooks representative without answering my questions, and I never received a call back.

I am guessing there is a lot of problems they have encountered with transferring everyone to the QBO from the desktop version and they QBO doesn't want to explain their errors.

K
KayePe
May 20, 2024

I appreciate your return to the thread and your effort to clarify the issue regarding automatic credit application to invoices. I will refer you to the support team once again to provide further assistance with this matter.


I want to acknowledge the troubleshooting steps you've taken to address the issue. However, since the problem persists, I recommend contacting our support team again to request an update on the situation. The support team will thoroughly investigate the matter and will provide a resolution.


Furthermore, note that you can invoice reminders for upcoming or overdue invoices using QBO. For a guide, refer to this article: Send invoice reminders automatically or manually in QuickBooks Online.


We are committed to addressing your concerns. Feel free to post here for any additional questions regarding managing credits or invoices in QBO. We are available 24/7 to assist you. Take care.

J
jessmudd0530
June 24, 2024

YES!!!!  I tried contacting via chat and I didn't get any help.  She was so off base while trying to help that I just ended the chat.  My setting is turned off and it still applies the credits.  It has totally screwed up my accounts and I am slowly fixing them.  I also noticed that if you uncheck a payment that has been applied to an invoice that is takes the payment amount to $0.  You have to be careful to change it back or it saves the payment as zero.  This all started happening around March/April or so of this year.

MsNorthPND18
MsNorthPND18
June 24, 2024

I do understand that you wanted to fix your account by unchecking payment invoices for your business using QuickBooks Online (QBO), @jessmudd0530. Let me share some information about how the program works.

 

I want to acknowledge that you've tried fixing it slowly by unchecking payments that have been applied to invoices. Please know that once you uncheck the payment linked to an invoice, the amount will be zeroed out, we'll to manually reenter it again before saving the changes.

 

I'm here to provide troubleshooting steps to ensure that old credits do not automatically apply to newly created invoices. I'm here to provide troubleshooting steps to ensure that old credits do not automatically apply to newly created invoices. If you haven't already, make sure to use a supported, up-to-date browser.

 

Please follow these steps to resolve browser-related issues when working in QBO:

 

  1. Try using a private or incognito browser.
  2. Restart your browser, and clear your browser's cache.
  3. Add Intuit as a trusted site or use other supported browser.

 

After that, log back in and check if the credits are no longer added to the invoices automatically.

 

However, since the problem persists, I recommend contacting our support team again to check this issue further.

 

Moreover, to learn to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you still have queries about credit being automatically applied to invoices. I'll be here to assist you.

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