QB is marking some invoices I create as partially paid. But they are not paid. Our costumers don't even have credit cards on file. What can I do?

Hey there marketa1,

Making sure that invoices and their corresponding payments are recorded correctly is important work. Luckily this is an easy process when you use QuickBooks Online. Let me help you identify where those partial payments are coming from so you can get things straightened out and back to doing what you love.

There are a few reasons why your new invoices are showing as partially paid. It's possible that you recorded an overpayment on a previous invoice, and that QuickBooks automatically applied the remainder to the next open invoice. There's also a chance that you've recorded an unapplied credit to this customer and that QuickBooks has automatically applied it. There's an easy way to figure this out, so let me go over this with you.

The first thing you'll want to do is identify the invoices with a partial payment recorded inaccurately against them. Click an invoice to open it. You should see a blue hyperlink that will allow you to View payment. Click that link to open the payment that is recorded against the invoice. You'll see a list of transactions for that customer under Outstanding Transactions, and the invoices that are checked off are included in that payment. To remove an invoice, simply select the checkbox to uncheck it. Then hit Save and close. 

If the amount of the payment recorded was incorrect, you can identify the payment and update the amount to match the amount of the invoice it was recorded against. When viewing the invoice you can also see if a credit was applied by scrolling down to the bottom of the page. If the credit was incorrectly applied you can simply uncheck it then Save your changes to remove it. To prevent credits from automatically applying in the future, please follow these steps:

1. Navigate to the Gear icon.
2. Select Account and Settings.
3. Choose the Advanced tab.
4. Locate the Automation section, and use the Edit pencil to make changes.
5. Switch the toggle next to Automatically apply credits from green to gray (gray is off).
6. Hit Save and then Done.

It may take some searching to determine why you're seeing an overpayment or credit, but I'm confident you'll get to the bottom of this. If you need any additional help, I'll be here to assist. A screen share with one of our support agents might also help you to locate the issue and resolve it. You can reach out via one of the contact methods below if you'd like to work on this with us in real-time.

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I wish you the best of luck. Enjoy your day!

Hello Rebecca, 

thank you for your help! I've found the root of the problem. It seems like we have some customers with a  credit (they paid more than they were supposed to). Is there any way I can see all those customers at once, so I don't have to go one by one to see if they have any credit? Thank you!

I'm so glad my response helped you out @marketa1. QuickBooks Online has a ton of awesome customizable reports that you can use to view data like this. One in particular that I think you'll like is the Customer Balance Detail report. The Balance column will show you how much the customer owes you or has overpaid. If the number is a positive number, it represents the balance they owe, if the number shows as a negative number it represents the credit they have. You'll find this report by navigating to the Reports menu, then using the search function to type the name. You can customize this further to show specific date ranges as well as specific customers.

If there's anything else I can do, just let me know. I'm here to help!

QB is marking one of my invoices I create as partially paid. But it isn't paid.

When I click the link to take me to the invoice it is linking to from 2x years ago, it's not there, 5x other invoices are there and all accurate and paid for. So I can't find where the error lies.

Please can you help?

Thanks for joining this discussion about partially paid invoices, @Kim918.

I can help make sure you're able to resolve this problem in the program. Before anything else, can you please confirm if you're using QuickBooks Online or Desktop? I need this information to help you further with the steps, as this topic is tagged under the desktop version.

In the meantime, if you're using QuickBooks Online, invoices marked as partially paid are those entries that were linked to a payment or an existing credit. Since your invoice is unpaid, you can verify if there's a credit to this employee before tha's unused.

We can use the Invoices and Received Payments report and customize it to show the payment method. The steps are as follows:

1. Go to the Reports menu and click Invoices and Received Payments from the list or use the finder to search it.
2. Update the Report period on when the invoice is created or received the payment.
3. Tap the little gear on the report and click Show More.
   
4. From the options,mark the filters you want to include in the report. Click anywhere to close the report settings.
5. This is how the report looks like:
   

To learn more about these features and tutorials, check out these links:

• Customize reports in QuickBooks Online - Intuit
• Run reports in QuickBooks Online
• Video tutorials for QuickBooks Online

Thanks for your time today. Please come back here for more details of the problem, or if you need further help with the report. I'll wait for your reply.