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A
arkvalleyinfo
December 2, 2018
Question

Quickbooks is automatically applying a credit to an unpaid invoice.

  • December 2, 2018
  • 2 replies
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Original commenter did not share additional details

2 replies

M
mazar
December 2, 2018

Hello,

 

If you don't want this to happen, you can turn this off. (picture below)

Gear Icon/Account and Settings/Advanced/Automation

    R
    RDRD
    February 19, 2020

    I turned Account and Settings\Advanced\Automation\Automatically apply credits to "Off".  Good old QB still applied my client's overpayment to an outstanding invoice instead of showing it as a credit.

      MorganB
      MorganB
      February 19, 2020

      Hey there, RDRD.

       

      Thanks for letting me know about the trouble you ran into when trying to disable the automatic credits. I want to make sure this doesn't happen again.

       

      To make sure the setting applies, I recommend clearing the browser cache. If the cache becomes too full of older data, it can potentially cause viewing and performance errors in QuickBooks Online. Clearing it will force the system to refresh and get everything back to running smoothly. For example, here's how you'd get this done in Chrome:

       

      1. Click the three vertical dots in the top right corner.

      2. Select More Tools, then Clear Browsing Data.

      3. Change the time range to All Time.

      4. Only check Cached images and files.

      5. Click Clear data.

       

      This article provides similar steps for different browsers: Clear my browser cache and temporary Internet files.

       

      Feel free to reach back out if you have any other questions or concerns.

      S
      skinfxinc
      August 16, 2023

      We need to be able to choose which invoice we select to use a clients credit for.  For example.  We have a CLIENT with a credit, and QB will automatically use that credit to apply to the next invoice we generate for that client.  However, in our case sometimes specific credits can only be used towards specific products that they may not order on the next invoice.  So we need to keep the credit on file until they order that specific product.  There is NO way of doing this in QB, why can we not choose which invoice to apply the credit to. 

       

      QB suggested 3 fixes (typical QB band-aid fixes rather than address the real issue).

       

      1.  Turn off the automatic credit (in the advanced settings option) is not a fix as my staff to not have access to this feature.  This would have to be turned off, then turned back on after the transaction (so to apply credits to normal transactions) 

      2.  Put a note on the clients details and add the credit note before generating an invoice that we want the credit to apply for.  This of course is not ideal as the credit could potentially get missed.

      3. Turn off the automatic credit (in the advanced setting option) permanently.  Again this is not ideal as this is what we were using before and credits we would have to tell the client to deduct the payment by the amount of the credit.

       

      Honestly, if you can choose (which a check box) which credit to use or which bill to pay on the A/P side  of QB why can this feature not be added to the invoicing side of QB.

      Q
      QueenC
      August 16, 2023

      This is not what we want you to feel and experience, @skinfxinc. I know how hard it can be when things aren't working the way we want them to be especially if it affects our business operations. No worries, I'm here to make it up to you by clearing things up so we can meet halfway and understand how these things work in QuickBooks Online.

       

      Reiterating what my colleagues have discussed above, the option to choose which invoice you'd like to apply the credits to can be possible if we turn off the Automatically apply credits option in your Accounts and Settings. Just be sure to click on Save to save the changes then hit Done to close the page.

       

       

      Now when we create a Receive payment transaction for the customer who has available credits, we can choose which invoice (whether it's the same product or not) and even opt not to use the credits. 

       

       

      I can see that your staff doesn't have access to your Accounts and settings to turn off the Automatically apply credits option, however, it's our only way to be able to realize the goal. The ability of this feature when turned off and on is just working as designed.

       

      Additionally, you're able to email and print multiple invoices and other sales forms in QBO. This way, you're able to save time and effectively monitor your sales transactions. You can learn more about this through this article: Email or print multiple invoices and sales forms.

       

      I apologize for any inconvenience this has caused you and appreciate your patience we continue to work towards bringing the best experience to our customers. If you have further questions about applying credits to invoices in QuickBooks Online, please feel free to leave a comment below. We'll be here to assist you. Keep safe.

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