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Danster75
Level 2

When creating and sending n invoice, its changes it to Paid without my knowledge!

 
Solved
Best answer August 20, 2020

Best Answers
Ryan_M
QuickBooks Team

When creating and sending n invoice, its changes it to Paid without my knowledge!

Hi @Danster75,

 

I'll take care of this query about your sent invoices showing as paid. 

 

In QuickBooks Online (QBO), it has an automated feature that applies credits to the next invoice created. If you wish to control when these credits are applied, you can turn off this feature. 

 

Here's how:

 

  1. Go to the Gear icon. 
  2. Select Account and Settings.
  3. Click the Advanced tab.
  4. Look for  the Automation section, then press Automatically apply credits.
  5. Toggle it to turn off the feature.
  6. Hit Save, then Done.

To remove the payment applied to the invoice, follow these steps:

 

  1. Highlight the Sales tab.
  2. Select Invoices.
  3. Search for the invoice in question, then click to open.
  4. Press the link under the PAID status. It usually reads 1 payment made ($amount).
  5. A popup window appears, click the link under Date.
  6. On the Receive Payment page, scroll down and hit the Clear Payment button.
  7. Save and close when finished.

I'll also share these articles for your reference:

 

In case you're using the QBO mobile app, you can view these articles for the steps on how you can remove the payment from invoices. 

 

I'll be around in case you have other questions. Post them below, and I'll get back to you. 

View solution in original post

2 Comments 2
Ryan_M
QuickBooks Team

When creating and sending n invoice, its changes it to Paid without my knowledge!

Hi @Danster75,

 

I'll take care of this query about your sent invoices showing as paid. 

 

In QuickBooks Online (QBO), it has an automated feature that applies credits to the next invoice created. If you wish to control when these credits are applied, you can turn off this feature. 

 

Here's how:

 

  1. Go to the Gear icon. 
  2. Select Account and Settings.
  3. Click the Advanced tab.
  4. Look for  the Automation section, then press Automatically apply credits.
  5. Toggle it to turn off the feature.
  6. Hit Save, then Done.

To remove the payment applied to the invoice, follow these steps:

 

  1. Highlight the Sales tab.
  2. Select Invoices.
  3. Search for the invoice in question, then click to open.
  4. Press the link under the PAID status. It usually reads 1 payment made ($amount).
  5. A popup window appears, click the link under Date.
  6. On the Receive Payment page, scroll down and hit the Clear Payment button.
  7. Save and close when finished.

I'll also share these articles for your reference:

 

In case you're using the QBO mobile app, you can view these articles for the steps on how you can remove the payment from invoices. 

 

I'll be around in case you have other questions. Post them below, and I'll get back to you. 

View solution in original post

Danster75
Level 2

When creating and sending n invoice, its changes it to Paid without my knowledge!

Thanks bud

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