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linzishanklandwo
Level 1

Invoice automatically being marked as Paid

My new invoice is automatically coming up as paid. I think this is due to a previous invoice that says there is a credit. But there shouldn't be. I have tried to clear the invoice but any new invoice I make instantly gets marked as paid.
1 Comment 1
LollyNino_C
QuickBooks Team

Invoice automatically being marked as Paid

Hello there, @linzishanklandwo

 

Welcome and thank you for joining here in the Community. Let me assist you with the invoices.

 

So far, we haven't received any similar issues reported. QuickBooks Online offers automation features, such as automatically applying payments to an invoice.

 

If this feature is turned on and your customer has an available credit, this will automatically link to your open invoice and mark them as paid.

 

To turn off this feature, here's how:

  1. Click the Gear icon at the upper right corner and choose Account and Settings.
  2. Go to the Advanced tab in the left panel.
  3. Select Automation and remove the check-mark for Automatically apply for credits.
  4. Tap Save.
  5. Hit Done.

If you want to unlink the payment, see the steps below to complete the process. Here's how: 

  1. Locate and open the invoice.
  2. Click the 1 payment at the upper right corner and select the linked transaction. 
  3. Click More, and select Delete.
  4. You'll now have the unapplied credit.

For additional information, you can click this article: Record invoice payments in QuickBooks Online. This also provides steps on how you can record a partial or joint payment in QuickBooks.

 

Please refer to this article on how you can use the credit toward an invoice, refund the customer, or enter the overpayment as a tip-in QuickBooks: Handle a customer credit or overpayment in QuickBooks Online.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.