New invoice keeps adding a partly paid amount

tuwilliger · ‎July 16, 2021

Hi,

I'm trying to create a new invoice for an existing client. For some reason it keeps adding a 'partially paid' deduction from the invoice total from 2019, even though this isn't the case.

I've no idea why it's doing this or how to remove it to allow the full total.

Help!

GeorgiaC · ‎July 20, 2021

Hi tuwilliger, thansk for checking that setting. For the credit that has already applied, please try following the steps below to un-apply this:

1) Go to Sales > Customers

2) Select the customer from the list

3) Click onto the invoice to open

4) Select '1 payment' in the top-right > Click the date

5) On the Receive payment screen, untick the credit under 'credits' > save

Please get back to us below if you're needing any further help :)

View solution in original post

John C · ‎July 19, 2021

Hi tuwilliger Do you have any of the automation functions activated within the advanced settings?

tuwilliger · ‎July 19, 2021

Hi @John C

Thanks for replying. I've turned off "automatically apply credits" from the automation section but it's still here.

Have attached screenshot of what I see - the "amount received" field is never usually there but this client doesn't have any credit with me and it's not clear how to manually remove it so i can bill for the correct total amount

GeorgiaC · ‎July 20, 2021

Hi tuwilliger, thansk for checking that setting. For the credit that has already applied, please try following the steps below to un-apply this:

1) Go to Sales > Customers

2) Select the customer from the list

3) Click onto the invoice to open

4) Select '1 payment' in the top-right > Click the date

5) On the Receive payment screen, untick the credit under 'credits' > save

Please get back to us below if you're needing any further help :)

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New invoice keeps adding a partly paid amount