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fran17
Level 1

Does anyone know how fix this problem? QBO creates a credit balance when there should not be one. So when I create an invoice, it is marked "paid". How can I fix this?

This happens after I record a payment to an invoice
Solved
Best answer October 09, 2020

Best Answers
JessT
QuickBooks Team

Does anyone know how fix this problem? QBO creates a credit balance when there should not be one. So when I create an invoice, it is marked "paid". How can I fix this?

Hi there, fran17!

 

There's a feature in the settings called Automatically apply credits. We can turn that off to stop QuickBooks from automatically applying unused credits to invoices. I'll guide you through the steps.

  1. Click the Gear icon and choose Accounts and Settings
  2. Click the Automation section.
  3. Disable Automatically apply credits. You can click the encircled question mark to see more details about the feature.
  4. Click Save and click Done.

On the other hand, we have video tutorials for sales and customer-related topics. You may want to check them out. You can also ask more questions in this thread. Have a good one!

View solution in original post

2 Comments
JessT
QuickBooks Team

Does anyone know how fix this problem? QBO creates a credit balance when there should not be one. So when I create an invoice, it is marked "paid". How can I fix this?

Hi there, fran17!

 

There's a feature in the settings called Automatically apply credits. We can turn that off to stop QuickBooks from automatically applying unused credits to invoices. I'll guide you through the steps.

  1. Click the Gear icon and choose Accounts and Settings
  2. Click the Automation section.
  3. Disable Automatically apply credits. You can click the encircled question mark to see more details about the feature.
  4. Click Save and click Done.

On the other hand, we have video tutorials for sales and customer-related topics. You may want to check them out. You can also ask more questions in this thread. Have a good one!

View solution in original post

fran17
Level 1

Does anyone know how fix this problem? QBO creates a credit balance when there should not be one. So when I create an invoice, it is marked "paid". How can I fix this?

This did the trick for me. Thank you so much! Saved me hours!

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