Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowHello there, @k-jones.
The Payments/Credit field will show the payments made in the transactions. If you received payment or apply a credit memo to the invoice, it'll show the amount paid or the credit applied.
For example, you have an open invoice with the amount of $100, then, your customer pays you $50 half the amount of the invoice. You'll see the payment made will show in the Payments/Credit field. See the image below for reference.
To learn some tips on managing your income in QuickBooks Desktop (QBDT), check our Income and expenses page for reference.
I'm always here if you have other concerns or questions in the future. Have a great day!
Please see the attached document. It looks as if a payment or credit was applied to the invoice but there wasn't any payments or credits to apply. Subtotal is $829.76 / Pmt/credit is $829.76 / yet balance due is $829.76. There shouldn't be an amount in pmts and credits
Allow me to chime in and help figure out the problem, @k-jones.
I agree with you that there shouldn't be an amount if there's no payment or credit applied. Ideally, if it's showing any digits, it should decrease the balance due as well.
Does the problem happens only from the Print Preview window? Can you verify the invoice if there's an amount showing next to Payments Applied (see sample screenshot below)?
You can also press and hold the Ctrl + H keys on your key to view the transaction history and ensure there are no linked payments or credits. If it shows zero and only happens when you click Preview, I suggest performing some troubleshooting steps.
Please start with running the PDF Repair tool by downloading the QuickBooks Tool Hub file. If the problem persists, please also try using another invoice template to help determine if it's causing the problem.
If you don't payments to automatically apply, configure the settings through the Preferences window. Here's how:
I've also included some articles in case you need some ideas about troubleshooting PDF and Printing problems, including customizing templates:
Please know that the Community has your back if you need any assistance related to QuickBooks. It’s a place for you to connect with experts and peers. Wishing you and your business continued success.
Hi. It appears in print preview and when printing the invoice. No payments and credits are automatically applied. In fact this specific customer doesn't have any credits. This happened when we were just creating the invoice. I will try the Quick Books tool hub and let you know how that goes.
Thank you
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.