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K
Katerina1990
February 5, 2024
Question

unapplied payments

  • February 5, 2024
  • 1 reply
  • 0 views

I have an issue with open invoices. Recently I was adding old invoices that were paid and match bank transactions. But unexpectedly 4 payments were marked now as unapplied payments (however if i go to invoices and received payments report I can see those payments received for correct invoices). In a same time those payments are categorized as unapplied and therefore if I create new invoice the amount is taken from credits and invoice is marked as paid (which is not). I'm very confused and can't find a mistake as I was creating invoices as usual and received payment for every invoice. Can you please help me to solve my problem as now I can't create a new invoices. You can check my picture, you will see unapplied payments. I have issues with those 4 dates: 16.08.23,18.08.23,24.08.23 and 29.08.23

Many thanks

1 reply

G
GeorgiaC
February 5, 2024

Thanks for reaching out on the Community, Katerina1990

 

Unapplied payments are payments on account that have not been matched to an invoice or bill. 

 

Do the corresponding invoices appear on the customer's page as open (with the option to 'Mark as paid')?

 

To allow you to continue entering invoices in the meantime, you can temporarily turn off the feature to automatically apply credits as payments. To do this, go to the Cog > Account & settings > Advanced > Automation > Toggle off automatically apply credits.

K
Katerina1990Author
February 5, 2024

Hi

 

Thank you for your response. I have a look again in chart of accounts through Debtors- and found those payments received twice. So I think it was a duplicate payment , one was matched with bank transaction and one added as received payment. I deleted a duplicate payments received and now unapplied payments disappeared. I also tried to create a new invoice-it appears correct now (no adding any credits). Hope I did everything right. 

 

 

A
Ashleigh1
February 5, 2024

Hello Katerina1990, yes what you have done is correct in your account. 

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