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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.

 
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Best answer 11-14-2019

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QuickBooks Team

Re: Is there a way to create and apply a payment to an invoice automatically? Currently I have to...

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

3 Comments
QuickBooks Team

Re: Is there a way to create and apply a payment to an invoice automatically? Currently I have to...

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

Level 1

Re: Is there a way to create and apply a payment to an invoice automatically? Currently I have to...

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).

QuickBooks Team

Re: Is there a way to create and apply a payment to an invoice automatically? Currently I have to...

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!

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