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info1649
Level 1

Im having promlems with previous payments showing on new invoice

 
2 Comments 2
Rose-A
Moderator

Im having promlems with previous payments showing on new invoice

A warm welcome to the Community, info1649. Let me help you sort this out.

 

QuickBooks Online offers automation features, such as automatically applying payments to an open invoice.

 

If this feature is turned on and your customer has an available credit, this will automatically link to your open invoices and marking them as paid.

 

You can turn off this feature if you need to apply the payments to the correct invoice. Here's how:

 

  1. Click the Gear icon at the upper right corner.
  2. Under Your Company, click Account and Settings.
  3. Go to the Advanced tab in the left panel.
  4. Select Automation and remove the check-mark for Automatically apply credits.
  5. Tap Save.
  6. Hit Done.

 

To unlink the payment, credit, or deposit to the invoice, see the steps below to complete the process.

 

  1. Locate and open the new invoice.

  2. Click the payment at the upper right corner and select the linked transaction.
  3. Make sure that the amount received is zero.
  4. Click More, and select Delete.
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  5. You'll now have the unapplied credit or payments.

 

To help you review your open invoices and customer's outstanding balance in QuickBooks, check out this article: How to Review Open Invoices and Send Payment Reminders and Balance Forward Statements in QuickBooks.

 

Leave a comment below if there's anything else we can help. I'll be right here to assist you with anything about QuickBooks. Have a nice day!

Rose-A
Moderator

Im having promlems with previous payments showing on new invoice

Hi. info1649.

 

Hope you're doing great. I wanted to see how everything is going about the previous payment showing on your new invoice. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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