cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Trying to apply a Credit note to an unpaid invoice (bad debt) - for QB online but there doesnt appear to be anywhere to apply a specific credit note to a specific invoice

 
Solved
Best answer March 27, 2020

Accepted Solutions
Moderator

Trying to apply a Credit note to an unpaid invoice (bad debt) - for QB online but there doesnt appear to be anywhere to apply a specific credit note to a specific invoice

Thanks for reaching out to us, cc3.

 

I appreciate the steps you've taken applying a Credit Note to bad debt. I'm here to help you out with this.

 

This can happen when the Automatically apply credit feature in QuickBooks Online is turned on so the Credit note might have been automatically applied to a different invoice. This is why there isn't a Credit section available. Let's check if this is the case.

 

To turn off Automatically apply credit:

  1. From the Settings icon, select Accounts and Settings.
  2. Select the Advanced tab.
  3. In the Automation section, click the pencil icon.
  4. Uncheck the Automatically apply credits box.
  5. Click Save, then Done.

This should get you back on track. 

 

I'd appreciate it if you'll update me by commenting below. I want to make sure this is taken of. If you have any other concerns, you can always post them anytime here. I'll be sure to help.

View solution in original post

4 REPLIES 4
Level 1

Trying to apply a Credit note to an unpaid invoice (bad debt) - for QB online but there doesnt appear to be anywhere to apply a specific credit note to a specific invoice

if you do a help search for "Write off bad debt in QuickBooks Online" the instructions are : 

 

Step 5: Apply the credit note to the invoice

  1. Select + New.
  2. Under Customers, select Receive payment or Receive invoice payment.
  3. From the Customer ▼ dropdown, select the appropriate customer.
  4. From the Outstanding Transactions section, select the invoice.
  5. From the Credits section, select the credit note.
  6. Select Save and Close.

Point 5 on the list as far as I can see does not exist - where is the Credits section on the page?

Moderator

Trying to apply a Credit note to an unpaid invoice (bad debt) - for QB online but there doesnt appear to be anywhere to apply a specific credit note to a specific invoice

Thanks for reaching out to us, cc3.

 

I appreciate the steps you've taken applying a Credit Note to bad debt. I'm here to help you out with this.

 

This can happen when the Automatically apply credit feature in QuickBooks Online is turned on so the Credit note might have been automatically applied to a different invoice. This is why there isn't a Credit section available. Let's check if this is the case.

 

To turn off Automatically apply credit:

  1. From the Settings icon, select Accounts and Settings.
  2. Select the Advanced tab.
  3. In the Automation section, click the pencil icon.
  4. Uncheck the Automatically apply credits box.
  5. Click Save, then Done.

This should get you back on track. 

 

I'd appreciate it if you'll update me by commenting below. I want to make sure this is taken of. If you have any other concerns, you can always post them anytime here. I'll be sure to help.

View solution in original post

Level 1

Trying to apply a Credit note to an unpaid invoice (bad debt) - for QB online but there doesnt appear to be anywhere to apply a specific credit note to a specific invoice

yes, great thanks- that was the what I was missing!

QuickBooks Team

Trying to apply a Credit note to an unpaid invoice (bad debt) - for QB online but there doesnt appear to be anywhere to apply a specific credit note to a specific invoice

I'm glad that my colleague was able to help you, cc3.

 

If there's anything we can help you with, don't hesitate to visit the Community again. It's always our pleasure to assist you.

 

Cheering you and your business to continued success!