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sdefreeuw
November 17, 2022
Question

Why are my invoices showing paid as soon as I create them?

  • November 17, 2022
  • 1 reply
  • 0 views
I create a brand new invoice and before I even email it it says paid how can you be paid when I haven’t even sent it out yet?

1 reply

C
CharleneMaeF
November 17, 2022

The  Automatically apply credits feature could be turned on, sdefreeuw.

 

This feature automatically applies credits to the open invoices in QuickBooks. Let's turn it off to stop the program from paying your transactions automatically.

 

Here's how:

 

  1. Go to the Gear icon, then select Account and settings.
  2. Select Edit in the Automation section.
  3. Turn off the Automatically apply credits feature.
  4. Select Save, then Done.

 

If the feature isn't turned on, I'd recommend logging in to your QuickBooks Online account via a private window. Doing so helps us determine if this is a browser-related issue.

 

Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once logged in, try creating a new invoice. If it works, let's clear the browser's cache. This removes its stored cache to ensure the program performs efficiently.

 

If private browsing doesn't work, I'd recommend using other supported browsers. They also provide the best and most secure experience with QuickBooks. 

 

Once you receive the invoice payments, you can easily track the funds in QuickBooks Online.

 

Please keep us posted if you need assistance in managing your sales transactions. It's our priority to keep your record accurate.

P
pbb2
May 1, 2023

My customer does not have a credit, but QBO is still applying a payment to the invoice and creating a deposit for the payment even though the invoice has not been paid. Help!!

M
MirriamM
May 1, 2023

Hi there, @pbb2. 

 

Let me assist you in determining why invoices are automatically paid in QuickBooks Online (QBO) when the customer doesn't have a credit.

 

To verify, we can open the invoice and see how it was paid. To do this, here's how:

 

  1. In the left menu, click Get paid & pay.
  2. Select Customers.
  3. Locate and open the invoice.
  4. Click the View payment link.
  5. From there, you'll see the credit amount applied to the invoice.

 

If you'd want to delete the payment, you can uncheck the invoice to remove the payment amount. Then, click Save and close to confirm.

 

In addition, you can disable the Automatically apply credits option if you wish to control which open invoices receive credits.

 

Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Account and settings.
  3. In the left menu, choose the Advanced tab.
  4. Select Edit ✎ in the Automation section.
  5. Turn off Automatically apply credits.
  6. Select Save, then Done.

 

For future reference, here's an article that provides an overview of resolving customer balances: Resolve A/R or A/P balances on a cash basis Balance Sheet.

 

Please let me know in the comment below if you have further questions. I'm here to answer them for you. Have a nice day!

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