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LHDDC
Level 1

invoicing - part payment allocation

Hello,

A client has amounts owing on multiple invoices.   She has paid for items on current invoice, but Quickbooks has allocated those payments to past invoices owing.   How do I allocate her payments to the items she is trying to pay for?  There is no box to tick on the itemised list on the invoice.

Thank you for any help. 

Solved
Best answer January 30, 2022

Best Answers
SarahannC
Moderator

invoicing - part payment allocation

Hello there, @LHDDC.

 

It's possible that the Automatically apply credits feature is enabled in the settings.

 

If that's the case, customer payment will automatically apply to the past invoices or any existing credits. Let's follow the steps below to make sure this feature is turned off. 

 

  1. Go to the Gear icon.
  2. Select the Account and Settings.
  3. Under the Advanced menu, scroll down to the Automation section.
  4. Remove the check mark for Automatically apply credits.
  5. Click Save. Then, Done.

 

To remove the payment that were linked to the wrong invoices, you can delete them. Here's how:

 

  1. Go to the Sales menu.
  2. Go to Invoices tab, then open the invoice.
  3. Click on 1 payment link at the upper right hand above the PAID payment status
  4. Click on the link for the date.
  5. On the Receive Payment window, click on More button at the bottom.
  6. Click on Delete, then choose Yes.

 

You'll want to get more ideas about handling customer's credit in QBO:

 

 

I'm here whenever you need help in handling QuickBooks transactions, LHDDC. Take care!

View solution in original post

2 Comments 2
SarahannC
Moderator

invoicing - part payment allocation

Hello there, @LHDDC.

 

It's possible that the Automatically apply credits feature is enabled in the settings.

 

If that's the case, customer payment will automatically apply to the past invoices or any existing credits. Let's follow the steps below to make sure this feature is turned off. 

 

  1. Go to the Gear icon.
  2. Select the Account and Settings.
  3. Under the Advanced menu, scroll down to the Automation section.
  4. Remove the check mark for Automatically apply credits.
  5. Click Save. Then, Done.

 

To remove the payment that were linked to the wrong invoices, you can delete them. Here's how:

 

  1. Go to the Sales menu.
  2. Go to Invoices tab, then open the invoice.
  3. Click on 1 payment link at the upper right hand above the PAID payment status
  4. Click on the link for the date.
  5. On the Receive Payment window, click on More button at the bottom.
  6. Click on Delete, then choose Yes.

 

You'll want to get more ideas about handling customer's credit in QBO:

 

 

I'm here whenever you need help in handling QuickBooks transactions, LHDDC. Take care!

LHDDC
Level 1

invoicing - part payment allocation

Thank you! That fixed the problem!

Much appreciated.