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minlee2001
May 9, 2019
Solved

When raising a credit note for a customer, QB will automatically apply this to any invoice, how do I stop this from happening? I want to leave the credit not as unapplied

  • May 9, 2019
  • 1 reply
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Original commenter did not share additional details
    Best answer by Rustler

    could be a difference in how things are set up US vs UK

    company settings>advanced>automation in the US version

    if it is not there in the UK, check all the areas in settings

    1 reply

    Rustler
    Rustler
    May 9, 2019

    in company settings>advanced>automation, set auto apply credits to off

    M
    minlee2001Author
    May 11, 2019

    Thanks for your reply.

     

    But I am not able to find the automation setting, I'm using QB online, and I have looked through "account and settings".

     

    I appreciate if you could direct me to the relevant settings option for the automation.

     

    Many thanks

    Rustler
    RustlerAnswer
    May 11, 2019

    could be a difference in how things are set up US vs UK

    company settings>advanced>automation in the US version

    if it is not there in the UK, check all the areas in settings

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