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Level 1

Applying One Check to Several outstanding invoices with credit memo

My customer is a construction company that invoices their developer for several "jobs" per month.  Each job is a different lot that is being completed.  The developer likes to send one check for all of the invoices.  This month there was a credit to one lot and the developer held those funds from the check.  How do I show that all of the other lots are paid in full without applying the credit memo for the one lot to an incorrect invoice?

1 Comment
QuickBooks Team

Applying One Check to Several outstanding invoices with credit memo

Good day, BigforkBookkeeping.


Let me show the steps to make sure that the credit memo won't apply to the incorrect invoice.


QuickBooks Desktop has a feature that allows a credit to automatically apply to an open invoice. We can turn it off so it'll remain on the account and use it anytime you want.

  1. Click Edit at the top menu and select Preferences.
  2. Select the Payments menu and go to the Company Preferences tab.
  3. Remove the checkmark in the Automatically apply payments box.
  4. Click OK.

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