I'm here to share details about the needs attention alert on your invoices, @Coolit.
The needs attention alert is a sign that the payment link to the invoice has some issue that needs to be addressed. It cannot be removed directly until the underlying issue is resolved.
To remove this alert, we'll have to unlink the payment to the invoice, create a Journal Entry (JE), and link the JE to the unapplied payment. Allow me to elaborate further.
First, let's turn off the automatically apply credits in the settings for the unapplied payment to not apply.
- Go to the Gear icon and select Account and settings.
- Choose the Advanced tab and click Automation.
- Toggle off the Automatically apply credits button.
- Click Save and Done.
Second, let's unlink the payment to the invoice.
- Go to Sales and select Invoices.
- Click the invoice that has the needs attention message. An invoice summary will pop up.
- Click the View payment link. This will route you to the Receive Payment page.
- Untick the payments in the Outstanding Transactions.
- Click Save and close. A message prompt will appear. Click Yes.
Third, let's create a JE for the payment to be returned to the bank.
- Go to +New and select Journal entry.
- Choose Accounts Receivable (A/R) for the first line and the bank account you used for the payments for the second line.
- Debit the payment amount to AR and credit it to the bank account.
Fourth, let's link the Journal entry with the unapplied payment.
- Go to +New and select Receive payment.
- Choose the customer in the dropdown.
- Tick the JE we created and the unapplied payment in the Credits section.
- Click Save and close.
After following the steps above, you can now manually record the payment for the invoice through the receive payment feature.
Additionally, you can refer to this article about personalizing your invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Let us know if you have other concerns with your invoices. We'll be here to help you in any way we can.
