Re: Quickbooks is automatically applying a credit to an unpaid invoice.

skinfxinc · ‎August 16, 2023

We need to be able to choose which invoice we select to use a clients credit for. For example. We have a CLIENT with a credit, and QB will automatically use that credit to apply to the next invoice we generate for that client. However, in our case sometimes specific credits can only be used towards specific products that they may not order on the next invoice. So we need to keep the credit on file until they order that specific product. There is NO way of doing this in QB, why can we not choose which invoice to apply the credit to.

QB suggested 3 fixes (typical QB band-aid fixes rather than address the real issue).

1. Turn off the automatic credit (in the advanced settings option) is not a fix as my staff to not have access to this feature. This would have to be turned off, then turned back on after the transaction (so to apply credits to normal transactions)

2. Put a note on the clients details and add the credit note before generating an invoice that we want the credit to apply for. This of course is not ideal as the credit could potentially get missed.

3. Turn off the automatic credit (in the advanced setting option) permanently. Again this is not ideal as this is what we were using before and credits we would have to tell the client to deduct the payment by the amount of the credit.

Honestly, if you can choose (which a check box) which credit to use or which bill to pay on the A/P side of QB why can this feature not be added to the invoicing side of QB.

QueenC · ‎August 16, 2023

This is not what we want you to feel and experience, @skinfxinc. I know how hard it can be when things aren't working the way we want them to be especially if it affects our business operations. No worries, I'm here to make it up to you by clearing things up so we can meet halfway and understand how these things work in QuickBooks Online.

Reiterating what my colleagues have discussed above, the option to choose which invoice you'd like to apply the credits to can be possible if we turn off the Automatically apply credits option in your Accounts and Settings. Just be sure to click on Save to save the changes then hit Done to close the page.

Now when we create a Receive payment transaction for the customer who has available credits, we can choose which invoice (whether it's the same product or not) and even opt not to use the credits.

I can see that your staff doesn't have access to your Accounts and settings to turn off the Automatically apply credits option, however, it's our only way to be able to realize the goal. The ability of this feature when turned off and on is just working as designed.

Additionally, you're able to email and print multiple invoices and other sales forms in QBO. This way, you're able to save time and effectively monitor your sales transactions. You can learn more about this through this article: Email or print multiple invoices and sales forms.

I apologize for any inconvenience this has caused you and appreciate your patience we continue to work towards bringing the best experience to our customers. If you have further questions about applying credits to invoices in QuickBooks Online, please feel free to leave a comment below. We'll be here to assist you. Keep safe.

djzap1

The problem is payments through merchant services cannot be turned off. I keep sending feedback to the heavy handed bums they do it anyway and it messes everything up. Repeatedly..they do it all the time. Looking at freshbooks. I mean I could hire a bookkeeper or pay a ton to qb for one..why the extra expense? Leave, find a better user friendly program and save yourself some bucks, these guys ignore everything

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Quickbooks is automatically applying a credit to an unpaid invoice.

Quickbooks is automatically applying a credit to an unpaid invoice.

Quickbooks is automatically applying a credit to an unpaid invoice.

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