Skip to main content
V
VIT
May 13, 2021
Question

Credits did not apply to outgoing invoice

  • May 13, 2021
  • 1 reply
  • 0 views

Hi all.  I had a customer overpay on a previous invoice.  So, on their next invoice, I applied that overpayment in the form of a credit to the invoice.  On my invoice screen in QB, it shows exactly what it should.  It shows the subtotal at the bottom, the tax amount, a Payment Applied: line, which shows the amount applied, and so the total amount due shows exactly what it should be.  But when I Email the invoice (or print it), it comes out as though I never did the Payment Applied part at all.  That has to be among the dumbest things I've ever seen QB do.  So of course, the customer overpaid again.  Can I not trust QB to do this one basic thing properly?  :(

 

1 reply

J
JamesM4
May 13, 2021

Hi VIT,

 

I appreciate you reaching out to us here. It's important that the program is functioning the way you expect it to and I'll be happy to help look into this. QuickBooks is a powerful program that makes it simple to keep track of your transactions saving you time for the things you enjoy. 

 

Based on what you've described, I recommend previewing the invoice in a private/incognito window and see if it's showing the correct details. If not, I'd suggest creating a dummy invoice similar to the one you've created so we can check if all the invoices are being affected. I'd also recommend checking out the Automatically apply credits feature. This feature applies outstanding credits to invoices you create for particular customers. Here's how you can turn off the feature:

  1. Click on the Gear icon
  2. Select Account and Settings
  3. Click on Advanced
  4. Select Pencil icon in Automation
  5. Remove the check-mark in the box next to Automatically apply credits
  6. Hit Save
  7. Select Done.

Give this a try and in case you have other questions, don't hesitate to reach back to me in the comments below. I'm here to help you achieve your QuickBooks goals. 

Terms & ConditionsAccessibility statement