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AnnaTBCC
Level 1

New invoices wrongly picking up previous payments as credit

Hi

Sometimes when I create a new invoice for an existing customer, a past payment that the customer has made against a past invoice shows up on the new invoice as a credit and therefore shows the new invoice as paid against that credit.  I can override this manually but don't understand why it's happening in the first place, when the past invoice and past payment have been matched and show as paid.

It seems to happen randomly - not every time.

Anyone know what's happening here?

Thanks

Solved
Best answer June 30, 2021

Accepted Solutions
GeorgiaC
QuickBooks Team

New invoices wrongly picking up previous payments as credit

Hi AnnaTBCC

 

This will be due to the automation settings, you can disable this by going to the Cog > Account & settings > Advanced > Automation > Untick 'Automatically apply credits' 🙂

View solution in original post

2 REPLIES 2
GeorgiaC
QuickBooks Team

New invoices wrongly picking up previous payments as credit

Hi AnnaTBCC

 

This will be due to the automation settings, you can disable this by going to the Cog > Account & settings > Advanced > Automation > Untick 'Automatically apply credits' 🙂

View solution in original post

AnnaTBCC
Level 1

New invoices wrongly picking up previous payments as credit

Ah, easy when you know how! Thanks so much @GeorgiaC Smiley Happy 

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