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TaylorHeating
Jun 17, 2024 2:30 PM UTC
Question

Auto Apply Credits

If I have Automatically Apply Credits turned off, why does QBO automatically apply them if I edit an invoice???

3 replies

ZackE_Moderator
Moderator
Jun 17, 2024 2:59 PM UTC

Thanks for reaching out to the Community, TaylorHeating. I appreciate your detailed information.

 

Credits won't be applied to invoices while editing them, however it's possible you've opened the Receive payment screen for your invoice. Doing so, while your Automatically apply credits setting is turned off and a credit exists for the customer, will show a Credits section and QuickBooks will automatically select a credit to apply to their invoice.

 

 

You can click the credit's checkbox to unselect it. This way no credit will be applied to their invoice.

 

 

I've also included a detailed resource about working with invoices which may come in handy moving forward: Create & manage invoices

 

Please don't hesitate to send a reply if there's any additional questions. Have a lovely Monday!

TaylorHeatingAuthor
Jun 17, 2024 3:02 PM UTC

I bring up a customer's file, select the invoice I need to edit, click on Edit, make the necessary changes, click on Save and Close. I get a notification that so and so payment has been applied to the invoice.

Sherrie_FQuickBooks Team
QuickBooks Team
Jun 17, 2024 5:01 PM UTC

Thanks for getting back to us and providing more details about the notification you received when editing invoices, Taylor.

 

In QuickBooks Online (QBO), when the Automatically apply credits feature is turned off from the Accounts and settings, existing invoices won't be paid or credited.

 

In that case, you can log in to your QBO account using a private browser. This way, you can double-check the accurate setup on your settings. You can use these shortcut keys on your keyboard to access incognito mode:

 

  • Safari: Control + Option + P
  • Google Chrome: Press Ctrl + Shift + N
  • Firefox or Internet Explorer: Ctrl + Shift + P

 

If that works fine using a private browser, go back to your original browser and clear its cache so the system can start fresh. Also, using a different supported browser can help us dig deep into the root cause of this unexpected behavior.

 

If the issue persists, I'd recommend reaching out to our QuickBooks support team so they can further sort this out by enclosing screen-sharing sessions with you and pinpoint the notification you've been experiencing.

  

Additionally, here's an article you can browse just in case you need assistance sending invoices over time in QuickBooks Online: Set up and send progress invoices in QuickBooks Online.

 

Keep me posted in this thread for any additional queries you may have when editing your invoices in QBO. Just let me know below so I can back you up.

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