Bank Feeds, Undeposited Funds and Receiving a Customer Payment oh my

Hi there, @gnocchi.

I'll make sure you'll be able to fix your customer payments.

You'll receive the message "You cannot apply an amount greater than the total payment plus any existing credits" once the total of all invoices you selected when receiving payments exceeds the figure in the payment amount field. To fix this, there are several solutions you can take. 

First off, you can apply a discount or credit to one or more invoices. Here's how:

1. Highlight the invoice line without checking it.
2. Next, click the Discount and Credits option.
3. Apply for the discount or credit.
4. Once done, select Save & Close.

The second solution is to change which invoices are selected to be paid. To do so, you'll have to manually select the invoices by checking each of them until the total adds up to the figure in the Payment Amount box. You can also set your preferences to automatically pick the invoices. Please refer to these steps:

1. Navigate to the Edit menu and choose Preferences.
2. From the left pane, click the Payments option and select Company Preferences.
3. From there, check the Automatically apply payments box.
4. Then, select OK.

Another fix is to enter a different payment amount. QuickBooks also gives you the option to automatically calculate the payments. Let me guide you on how:

1. Go back to the Edit tab and select Preferences.
2. Then, scroll down and choose Payments. From there, click Company Preferences.
3. Put a checkmark on the Automatically calculate payments box.
4. Click OK when done. 

For your reference, you can visit this article: Warning: You cannot apply an amount greater than the total payments plus any existing credits.

I also agree with you to delete the transactions and manually enter them in QuickBooks using the Receive Payments feature as other fixes to resolve your concern. 

I've also attached this helpful resource that will further guide you in managing your customer transactions in the future: Get started with customer transaction workflows in QuickBooks Desktop.

If you have encountered any trouble recording customer payments in QuickBooks, please leave a reply below. I'd be glad and ready to lend a hand. Keep safe always. 

Thank you for the prompt response,

I decided to delete the transactions for this customer from the Bank and the Undeposited Funds accounts so I can enter them now the Customer Payments manually.

However, although I can see now all invoices with $ 0 payment, clicking on any of the invoices triggers the "You cannot apply an amoung greater...". See image attached.

Why is this happening? And how come even after deleting the entries in both bank and undeposited funds still trigger this message?

Looking forward to your input!

Good evening, @gnocchi. 

Thanks for chiming back in on this thread. Let me point you in the right direction to get this problem handled. 

The best route would be to try the three solutions listed below: 

• Solution 1: Apply a discount or credit to one or more invoices
• Solution 2: Change which invoices are selected to be paid
• Solution 3: Change the figure in the Payment amount field

Here's a guide that can provide more details on how to do these actions: Warning: You cannot apply an amount greater than the total payments plus any existing credits.

If none of these work and you're still receiving the message, I suggest contacting our Customer Support Team for further assistance.

Feel free to come back and let us know how it goes. I want to ensure that you're able to get back to running your business. Take care!