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rafi2
Level 1

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

 
14 Comments 14
Kristine Mae
Moderator

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

You can turn off the automatically apply credits feature, Rafi2. I'll guide you with the steps.

 

This will stop the system to automatically apply the credits or unapplied payments to the open invoice. Here's how:

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Go to the Advanced tab.
  4. Click the Pencil icon in the Automation row.
  5. Uncheck the Automatically apply credits box.
  6. Click Save, then Done.

Although, if you've turned off the feature already, you can still see the credit or unapplied payment when you record the payment manually. If you're not going to apply it to the invoice, ensure not to select the credit.

 

I'll share the article on how to enter and apply credit memos and delayed credits in QuickBooks Online for future reference. 

 

You can get in touch if there's anything else that you need. Click the Reply button, and we'll reply as soon as we can. 

Shadow51
Level 1

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

The Automatically apply credit feature is turned off but the system is still applying credits to my invoices when in go into Receive payment option - I allocate credits manually as we allocate credits to relevant invoice

 

Shadow51
Level 1

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

Automatically apply credit feature is turned off in my system - always has been but when using Receive Payment it automatically allocates any credits to oldest invoice - we allocate credits to relevant invoices

RenjolynC
QuickBooks Team

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

Thanks for letting us know that the Automatically Apply Credits is turned off, Shadow51.

 

We want to investigate this further and to do that, I'd recommend reaching out to our Customer Care Team by following the steps below. Before doing so, please click on this link here to view our support hours. 

 

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Select Start messaging or Get a callback.

Feel free to leave a comment if you have any additional questions or other concerns. Thanks.

jennifer33
Level 1

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

Same problem happening for me.  Spend some time online chatting - was told, "technically that won't happen" well IT IS!!

KlentB
Moderator

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

I'll share some information about how credit memo works, jennifer33.

 

We'll have to make sure that the Automatically apply credits feature is turned off. This way, QuickBooks  won't auto-apply the credit memos as payments for newly created or open invoices. You can follow the steps provided by Kristine Mae to be guided in turning it off.

 

However, if it's still automatically applying the credits, I'd recommend getting in touch with our Customer Care Team. I know you already contacted us but our experts can review your previous case and run some test to rectify the underlying issue.

 

Here's how to connect with us:

 

  1. Click the Help icon.
  2. Select Contact Us.
  3. Enter a brief description of your concern, then click Let's talk.
  4. Choose Start messaging or Get a callback from the next available representative.

I've also included an article that will guide you in handling a customer credit or overpayment in QuickBooks Online.

 

If I can be of any additional assitance, please don't hesitate to insert a comment below. Stay safe and healthy.

RDRD
Level 2

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

I just wasted an hour of my life that I will never get back...there is no way to do what we want to do - that is, there is no way to only manually apply credit memoes.  The system automatically applies them, you have to click on the credit memo to unapply it and then go to the invoices it had applied them to and unapply them.  

RDRD
Level 2

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

Just got the expert opinion....that's the way it is designed...

RDRD
Level 2

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

Don't bother calling them, what we all want is not an option.  I've tamed my response down so hopefully they will post this one.

Ryan_M
Moderator

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

Hi @RDRD,

 

I'll share insight on your query about your customer's credit memos. 

 

It's already a given that QuickBooks Online (QBO) would no longer automatically apply these open credits to invoices as long as the feature is turned off. Please keep in mind though, as my colleague @Kristine Mae stated above, open credits are present whenever you receive payment. If you don't wish to apply these credits to the invoice payment, ensure to remove the check on its checkbox. These open credits are located under the Credits section.

 

You can refer to the screenshot below:

 

 

You can take a look at this article as well: How can I transfer a credit from one customer to another? It has 2 sets of steps on how you can transfer credit from one customer, then apply it to another. 

 

Don't hesitate the post a comment below if you need further assistance. I'll be sure to get back to you. 

Anna 1964
Level 1

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

I would like turn off the automaticalli payment applies the Quickbook  Desktop 2018?

I find the solution, but I dont find the :GEAR"  icon..  I waste  4 days  :(   Please help me !) 

 

Anna 

  1. Select the Gear icon.
  2. Click Account and Settings.
  3. Select Advanced on the left of the screen.
  4. Click the Pencil icon in Automation.
  5. Remove the check-mark in the box next to Automatically apply credits
  6. Click Save and select Done.

 

JasroV
QuickBooks Team

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

I got the steps you need to turn off the automatically apply payments option in your QuickBooks Desktop (QBDT), Anna.

 

The steps you're referring to is for the QuickBooks Online (QBO) version. For QBDT, you'll just have to go to the Preference menu and made some modifications from there. I'd be glad to guide you how.

 

  1. Go to the Edit menu and select Preference.
  2. Select the Payments menu.
  3. Click the Company Preferences and ensure to uncheck the Automatically apply payments box. 2.PNG
  4. Then click OK.

 

Once done, you can now seamlessly record your customer payments. In case you need to refund your customer in the future, feel free to check out this link for reference: Give your customer a credit or refund in QuickBooks Desktop for Windows.

 

I'd still recommend posting here in the Community space if you have other queries about recording invoice payments. I'm always here to back you up. Have a good one and keep safe!

Harry25
Level 1

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

HI,

When every I'm applying a credit memo all the invoices are coming in disorder. How can I order them like A to Z.

MariaSoledadG
QuickBooks Team

Is there a way to prevent Credit Memo's from automatically applying to a payment that you are creating?

Let me guide you on how to arrange your invoices in alphabetical order, Harry25.

 

Generally, you have the option to sort your invoices by clicking the arrow button beside the Customer name in QuickBooks Online (QBO). I've attached a screenshot for your visual guide:

 

Also, after you process a payment from your customer, you'll have to record it in QuickBooks so the invoice will be marked as paid. To know more ways on how to record them, here's an article for you to be guided: Record Invoice Payments In QuickBooks Online.

 

Once done, QuickBooks downloads the latest bank transactions and tries to match them with what you've already entered in QuickBooks. Review this article for additional information: Categorize And Match Online Bank Transactions In QuickBooks Online.

 

Fill me in if you have further questions about invoices. The Community is always here anytime. 

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