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Small Town Girl
Level 1

Receive Payments

How do I select a payment and it automatically displays that payment amount in the {Payment Amount} window?

Right now i must type the actual payment amount but I know at one time I was able to just click on the invoice I wanted to pay and it automatically put the amt in.

1 Comment
qbteachmt
Level 15

Receive Payments

Edit menu > Preferences, for Payments (on the left), then Company Preferences tab on the right. You want to Checkmark:

Automatically Calculate Payments = I click invoices, and the program Adds this into Amount for me as I work. You also can checkmark Automatically Apply = I optionally enter the Amount, and QB assigns to invoice for that specific amount, or starts at the oldest open balance and allocates until the amount is fully applied.

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