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rhizosviticultur
Level 1

Hello, I’m having an issue where I create a new invoice and QuickBooks is automatically marking it as paid and deposited before I’ve even sent it to my customer.

 
1 Comment 1
ReyJohn_D
Moderator

Hello, I’m having an issue where I create a new invoice and QuickBooks is automatically marking it as paid and deposited before I’ve even sent it to my customer.

Hello there, @rhizosviticultur.

 

There are a couple of reasons you're having this type of issue. First, the Auto apply credits settings were turned on. You'll need to turn it off so it won't affect your invoice. Here's how:

 

  1. Click the Gear icon ⚙️.
  2. Select Account and Settings.
  3. Choose Advanced.
  4. Click the pencil icon ✏️ under Automation.
  5. Unmark Automatically apply credits option then hit Save once done.

 

Also, you can open to and unlink the payment for that specific invoice so that it won't automatically mark as Paid and Deposited. I'd be glad to show you how:

 

  1. Go to the Sales menu then select Invoices.
  2. Choose the specific invoice with mark as paid and deposited.
  3. Click payment made below the PAID payment status.
  4. Uncheck that invoice to unlink to the payment.
  5. Hit Save and Close once done.

 

That should do it!

 

Check out these awesome articles to learn more on how to customize, send and print your invoices in QuickBooks Online:

 

 

Post again if you've got other concerns for your invoices in QuickBooks Online. I'd be around to back you up. Have a fantastic day and take care always!

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