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kathy-morgan-cmc
Level 1

How do I remove a delayed credit posted to an invoice

I have an overpayment on an earlier invoice that is being applied to an existing invoice and I can't remove it
1 Comment 1
ArielI
QuickBooks Team

How do I remove a delayed credit posted to an invoice

Hello, kathy.

 

Let me share the quickest way to remove credit from your invoice.

 

Before removing the applied credit from your existing invoice, I recommend turning off Auto Apply Credit. By turning it off, you can choose which open invoices to apply credit memos to. Here's how:

 

  1. Go to Settings, then select Account and settings.
  2. Select Advanced tab.
  3. Select Edit in the Automation section.
  4. Turn off Automatically apply credits.
  5. Select Save, then Done.

 

Furthermore, after opening the invoice you want to remove, click the trash bin icon with the chain to delete it.
Capture 12.PNG

 

If you want to learn how to customize your invoices, you can read the article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep in touch with us if you have further questions about removing invoices. The Community is always available for you. Have a good one. 

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