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danielenriquesal
Level 1

Is there a way to create and apply a payment to an invoice automatically? Currently I have to create the payment and then manually apply to an invoice.

 
Solved
Best answer November 14, 2019

Best Answers
Charies_M
Moderator

Is there a way to create and apply a payment to an invoice automatically? Currently I have to create the payment and then manually apply to an invoice.

Nice question, danielenriquesal.

 

QuickBooks Online (QBO) has this automation feature where you can automatically apply payments to an invoice. This option can be turned on in the Account and Settings.

 

Here's how:

  1. Go to the Gear icon.
  2. Choose Account and Settings.
  3. Select Advanced on the left of the screen.
  4. Click the Pencil icon in Automation.
  5. Put a check-mark in the box next to Automatically apply credits
  6. Click Save and select Done.

 

If a customer made an overpayment, this article will guide you on how to handle it: Apply A Credit From An Overpayment.

 

Feel free to leave me a comment below if you have other questions. I'm always happy to help. 

View solution in original post

7 Comments 7
Charies_M
Moderator

Is there a way to create and apply a payment to an invoice automatically? Currently I have to create the payment and then manually apply to an invoice.

Nice question, danielenriquesal.

 

QuickBooks Online (QBO) has this automation feature where you can automatically apply payments to an invoice. This option can be turned on in the Account and Settings.

 

Here's how:

  1. Go to the Gear icon.
  2. Choose Account and Settings.
  3. Select Advanced on the left of the screen.
  4. Click the Pencil icon in Automation.
  5. Put a check-mark in the box next to Automatically apply credits
  6. Click Save and select Done.

 

If a customer made an overpayment, this article will guide you on how to handle it: Apply A Credit From An Overpayment.

 

Feel free to leave me a comment below if you have other questions. I'm always happy to help. 

View solution in original post

danielenriquesal
Level 1

Is there a way to create and apply a payment to an invoice automatically? Currently I have to create the payment and then manually apply to an invoice.

Thank you for the answer Charies_M.  This is what I was looking for, although not a 100% solution to my problem.  It looks like this only applies to payments made online via Quickbooks and not for payments created via an API request or integrating third party app like Integromat (which is what I’m using at the moment).

Angelyn_T
QuickBooks Team

Is there a way to create and apply a payment to an invoice automatically? Currently I have to create the payment and then manually apply to an invoice.

Thank you for adding a reply, @danielenriquesal.

 

The steps provided by Charies_M above is to automatically apply the payment that is manually recorded within QuickBooks Online (QBO).

 

However, for the payment created via an API request or a third-party application, this depend on how the application sync or apply the payment to QuickBooks.

 

If you wish to know the process and apply the payment as well as the integration between your app and QuickBooks, I encourage you to reach out to your third-party application provider.

 

Leave a comment below if you have any other questions. I'm more that happy to help. Have a great day ahead!

hello129
Level 1

Is there a way to create and apply a payment to an invoice automatically? Currently I have to create the payment and then manually apply to an invoice.

I had access to this function until a couple of days ago, then it suddenly disappeared. Anybody else having this problem? 

SarahannC
Moderator

Is there a way to create and apply a payment to an invoice automatically? Currently I have to create the payment and then manually apply to an invoice.

Hi there, hello129.

 

Can you share with me if you encounter an error? This way, I can check and verify if this is something that our engineers are working on right now.

 

To see if this is a browser issue or not, let's try refreshing your browser by clicking the Reload icon or pressing F5 on your keyboard. If the same things happen, we can continue following the recommended troubleshooting steps above.

 

Let's use an incognito/private browsing session by following shortcut keys below:


Log back in and check if you can view the Automatically apply credits option by following the steps provided by my colleague above. If you've done activating this feature, let's try to check if it works.

 

If you can no longer see it, proceed to delete your browser's history. We can follow the steps in this article on how to do it: Delete or disable cache and temporary internet files in your web browser.

 

Alternatively, we can use a supported, up-to-date browser and log back into your account. It'll help us check if the issue is caused by a browser.

 

If you have follow-up questions with this matter, just reply with me to this thread anytime. I hope you're having a great day. Keep safe!

leal5264
Level 2

Is there a way to create and apply a payment to an invoice automatically? Currently I have to create the payment and then manually apply to an invoice.

Sadly I'm having the same issue. I had the "Automatically apply credits" button for over three years and it suddenly vanished last year. Now, I can only see three options in the Automation section: "Pre-fill forms with previously entered content", "Automatically invoice unbilled activity", and "Automatically apply bill payments". I've reached out to customer support and nothing... they sent me an email saying they had closed my case related to escalation INV-51011. I even upgraded to Quickbooks Plus to see if that would fix the issue and nothing, unfortunately. I've tried in multiple browsers after deleting my history (in incognito mode) but haven't had any luck yet. 

AlexV
QuickBooks Team

Is there a way to create and apply a payment to an invoice automatically? Currently I have to create the payment and then manually apply to an invoice.

Hi leal5264!

 

I noticed that you posted the same concern multiple times. I also answered one of your posts. Please click this link to check it: https://quickbooks.intuit.com/learn-support/en-za/manage-customers-and-income/in-the-past-prepayment....

 

Let me know if you need more help by leaving a message below. Have a great day!

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