How do I apply payments received from customers through the Fix Unapplied Payments and Credits tool?

Hi, Chevy1.

Thanks for posting in the Community. I can share some insights on how to use the Fix Unapplied Payments and Credit tool.

You can use this tool if you have a credit memo or you've recorded a payment that you want to apply to the open invoice. The invoices that will appear in there are all open invoices. You can unlink the payment first before it will show in the fix unapplied payments and credit tool. I'll show you how to unlink.

1. Go to the Customer tab.

2. Click Customer Center.

3. Locate the parent customer.

4. In the TYPE column, double-click the payment to open the transaction.

5. Uncheck the invoice to unlink the payment.

6. Select Save & close.

Then, you can go to the Fix Unapplied Customer Payments and Credit tool to apply for a credit or a payment.

Please see this resource for more tips: Remove or unapply a credit from an invoice or bill.

Let us know if you have further questions about the Unapplied Payment and Credit tool. We're always here to help you.

Hi @Giovann_G 

Thanks so much for your reply.

I actually have payment that are not yet link to any invoices, they are entered as deposits.

My question is how and if I can link the payments that are entered under the parent customer to apply to a sub customer in the " Fix Unapplied Payments & Credits" window.

When I enter the payment as a received payment and select the parent customer, all invoices including the one's from the sub customers show up in the window.

When I go to the " Fix Unapplied Payments & Credits" window, the invoices from the sub customers don't show up by the parent customer.

my question is, if it's a limitation on that feature that it won't show, or is it a setting that can be changed?