Hello, jbolles. I can provide you with some helpful information on how to fix the issue of invoices being automatically marked as paid in QuickBooks Online (QBO).
If you are experiencing this issue, it's possible that you have accidentally turned on the option to apply credits to your sales. To check if this is the case, you can follow these steps:
- Go to the Gear icon, then Accounts and settings.
- Once on the page, click Advanced.
- In the Automation section, click the pencil icon.
- Ensure that the Automatically apply credits option is disabled.
- Click on Save, then Done.
If this option is enabled, you can clear the applied credit memo so the invoice payments were made automatically will be unliked. Here's how:
- Go to Sales, then select Customers.
- Choose the customer from the Customers page.
- Select the Payment made link.
- Uncheck the invoices paid, then click the Clear payment button.
- Hit Save and close.
After clearing the payments, the invoices that were marked as paid will be open again.
If the steps above don't resolve the issue, we can perform troubleshooting steps to fix this. You can log into your QuickBooks Online (QBO) account in another browser by using an incognito browser.
Here are the keyboard shortcuts you can utilize depending on the browser you are using:
- For Microsoft Edge, press Ctrl + Shift + P.
- For Safari, press Command + Shift + N.
- For Firefox, press Ctrl + Shift + P.
If the private browsing session works, you can clear the browser's cache so the program can restart and use updated browsers to maximize your QBO experience.
Furthermore, you can visit this article to learn more about recording customer-based payments in QBO: Record invoice payments in QuickBooks Online.
Please don't hesitate to get back to this post if you need further assistance in fixing an invoice that is automatically marked as paid. I'll be glad to assist you anytime.
