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September 3, 2023
Question

Whenever I do my invoice and save it, it shows up as paid when I haven't been instead of saying outstanding balance

  • September 3, 2023
  • 1 reply
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1 reply

September 3, 2023

Hi there, jfelstead.

 

QuickBooks Online (QBO) has an automated feature that applies credits to the next invoice created. This can be the reason why your newly created invoices are showing as paid.

If you wish to control when these credits are applied, you can turn off this feature. 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Click the Advanced tab.
  4. Look for the Automation section, then press Automatically apply credits.
  5. Toggle it to turn off the feature.
  6. Hit Save, then Done.

 

To remove the payment applied to the invoice, follow these steps:

 

  1. Highlight the Sales tab.
  2. Select Invoices.
  3. Search for the invoice in question, then click to open.
  4. Press the link under the PAID status. It usually reads 1 payment made ($amount).
  5. A popup window appears, click the link under Date.
  6. On the Receive Payment page, scroll down and hit the Clear Payment button.
  7. Save and close when finished.

 

Additionally, let me share these links that you may find relevant in personalizing and handling your sales forms: 

 

 

You can always visit our QuickBooks Community page if you have questions. I will be here to help. Have a great day!