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sharonmcmanis
Level 1

How do I stop Credits automatically applying to invoices.

How do I stop a credit from being applied to an invoice?

Solved
Best answer November 14, 2025

Best Answers
Rusimyhr
QuickBooks Team

How do I stop Credits automatically applying to invoices.

Welcome to the Community space, @sharonmcmanis.

 

You can turn off the automation feature for applying credits to the invoices from your Accounts and settings.. Here's how:

 

  1. Navigate to the Gear icon and select Account and settings.
  2. Go to the Advanced tab.
  3. Under the Automation section, look for the option Automatically apply credits and turn this option off.
  4. Click Save and then Done to finalize the update.                                            

 

This adjustment ensures credits will no longer be applied automatically to invoices, giving you full control over when and how they are used. 

 

If there's anything else we can assist you with, please feel free to reach out to us.

View solution in original post

1 Comment 1
Rusimyhr
QuickBooks Team

How do I stop Credits automatically applying to invoices.

Welcome to the Community space, @sharonmcmanis.

 

You can turn off the automation feature for applying credits to the invoices from your Accounts and settings.. Here's how:

 

  1. Navigate to the Gear icon and select Account and settings.
  2. Go to the Advanced tab.
  3. Under the Automation section, look for the option Automatically apply credits and turn this option off.
  4. Click Save and then Done to finalize the update.                                            

 

This adjustment ensures credits will no longer be applied automatically to invoices, giving you full control over when and how they are used. 

 

If there's anything else we can assist you with, please feel free to reach out to us.

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