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jacqueline8
February 3, 2021
Question

How do I get a unapplied payment that is showing as a credit in a paying customer's account to go away?

  • February 3, 2021
  • 7 replies
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7 replies

CaitlinOG
February 3, 2021

Hi jacqueline8,

 

Welcome to the Community! It's great that you're taking advantage of all the features that QuickBooks Online has to offer to make managing your business simple. I can explain how to handle your unapplied credit. 

 

How you'll handle this credit will depend on the situation. If this is a duplicate and the related invoice already has a payment applied to it, then you'll need to delete the credit that was created by the unapplied payment. If this payment was posted through a bank deposit, you'll need to remove the payment line from that deposit or delete the whole deposit in order for the system to let you delete the payment. 

 

If there's an open invoice that this payment relates to, you'll navigate to the invoice and click Receive payment. From there, you can apply the credit that's generated by the unapplied payment to the invoice. This credit will then go away. You can learn more about handling an unapplied payment in this article: Unapplied cash payment income on your profit and loss

 

If you're still unsure of how to handle this transaction, I recommend checking with your accountant to see how they think it should be taken care of. You can invite your accountant to view your company through the My Accountant tab. If you're not already working with an accountant, you can use the Find a pro to help option to search for a QuickBooks certified Pro Advisor near you. 

 

Please don't hesitate to reach out if there's anything else I can help with! 

9130347757633246
February 10, 2021

Why do some received payments show as unapplied?

Rebecca R
Rebecca R
February 10, 2021

Hi there and thanks for joining in on this thread to learn more about Unapplied Payments. Understanding the Status of the payments you record in QuickBooks Online is important, so I want to make sure you have all the information you need.

 

If you're seeing Unapplied in the Status column for a Payment that you received, it's because it hasn't been applied to a specific Invoice yet. To remedy this, you'll want to apply it to an Invoice. Here's how:

 

  1. Hover over the Sales tab and choose All Sales.
  2. Locate the Payment that's showing Unapplied and click it to open it up.
  3. Ensure that you've specified a Customer with an open Invoice.
  4. Double-check that the Payment method and Deposit to fields are correct.
  5. Under the Outstanding Transactions section, check the box next to the open Invoice(s) that you'd like to have this Payment applied to.
  6. Hit Save and close when you're finished.

 

To avoid seeing this in the future you'll just have to ensure that you've selected an invoice in the Outstanding Transactions section so that you know your Payment is applied. You can also record a payment towards a specific invoice directly by navigating to the All Sales section of the Sales menu and hitting Receive payment in the Action column of the relevant Invoice. A payment that's applied will show a status of Closed in the Status column.

 

I hope this clears things up. Reach out if any other questions pop up. I'm here to help you navigate QuickBooks with ease.

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