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J
Jessica Leigh
New Member
October 8, 2025
Question

Payment applying to wrong invoice # under same customer

  • October 8, 2025
  • 1 reply
  • 3 views

I have a customer with 2 open/up-paid invoices under his account . He sent a payment to apply towards only 1 of the invoices. I go into the correct invoice, select to receive payment, enter the payment amount (which is not the full amount of the invoice due to his daily bank transfer limits), then QB selects the other/incorrect invoice to apply the payment to. When I click the proper invoice # that I want to apply the payment to, it gives me an error....help.

1 reply

B
BabyBQuickBooks Team
QuickBooks Team
October 8, 2025

When you enter a partial payment in the Amount received field, QuickBooks will automatically select the oldest open invoice that matches the amount you entered, Jessica.

 

If you then select the correct invoice, you'll encounter the error message: "The Amount Received (plus credits) can't be less than the selected charges. Also, the selected charges can't be less than the selected credits." This error occurs because entering a partial payment in the Amount Received field creates an additional credit for the amount you entered.

 

To record the payment correctly and avoid this error, you have to enter the partial payment in the Payment column next to the corresponding invoice number. The amount received will then reflect the value you entered in the Payment column.

If you have other concerns, feel free to reply to this thread. We're here to help.

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