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Hello there, @gbdexcavating.
I’m here to help and ensure you’ll be able to save your invoice with ease.
Allow me to share with you some steps and insights on how to get around this issue.
There’s a possibility the Automatically apply credits feature is turned on. Thus, any available credit for the customer is automatically applied to the invoice. To get around this, we’ll need to toggle off the feature. Let me show you how:
- Sign in to your QuickBooks Online (QBO) account:
- Go to the Gear icon.
- Click Account and settings.
- Select the Advanced tab.
- Go to the Automation section, toggle off the radio button beside the Automatically apply credit option.
- Click Save, and then Done.
Additionally, if you used a direct back account when receiving payments, it’ll automatically mark as deposited. If you don’t want to deposit the payment yet, I suggest using the Undeposited funds.
The Undeposited funds act like a drawer that holds invoice payments and sales receipts before you deposit them into your bank account. To learn more about this, check out this article: What’s the Undeposited Funds account?
Once done, we'll need to remove the deposit or payment linked to the invoice. Doing this will make your invoice available for your customer to pay it. Here's how:
- Go to the Sales menu.
- Select the Invoices tab.
- Locate the invoice and select Edit invoice.
- Click the 1 payment made link and the date link.
- Uncheck the invoice transaction to unlink it to the payment, then click Clear Payment to remove any open credit.
- Then click Save and close.
Furthermore, I’ve added these links that you can use for future reference in recording a refund to your customer:
I’ll be around if you have other questions in managing your invoices in QuickBooks. I’d be more than happy to assist you. Have a good one and keep safe!
