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kg277
Level 2

QBO Turn off auto apply for customer payments

Is there a way to turn off the setting that automatically selects the invoice to apply a payment to?  We would prefer to manually select which invoice the payment should be applied to.

1 Comment 1
MirriamM
Moderator

QBO Turn off auto apply for customer payments

Yes, you can turn off the auto-apply payment for your customer's invoices, kg277. I'll be happy to guide you along the way.

 

You can go to the Account and settings page to disable the auto-apply payment feature. Here's what you'll need to do:

 

  1. On your QuickBooks Online account, go to the Gear icon.
  2. Select Account and Settings.
  3. In the left menu, choose Advanced.
  4. Click the Pencil icon in the Automation row.
  5. Uncheck the Automatically Apply credits box.
  6. Click Save, then Done.

 

Please refer to the screenshot provided below for your visual reference.

Automation Apply credit.png

 

That's it! By adhering to the steps provided, the system will stop automatically applying credits or any unpaid payments to the open invoice.

 

I'm also adding this page for your guide and more insights if you want to know about the delayed credits and manage your credit memos: Create and apply credit memos or delayed credits in QuickBooks Online.

 

Please let me know in the comment section below if you have follow-up questions. I'm just a few clicks away to help you again. Have a good one!

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