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sdefreeuw
Level 1

Why are my invoices showing paid as soon as I create them?

I create a brand new invoice and before I even email it it says paid how can you be paid when I haven’t even sent it out yet?
5 Comments 5
CharleneMaeF
QuickBooks Team

Why are my invoices showing paid as soon as I create them?

The  Automatically apply credits feature could be turned on, sdefreeuw.

 

This feature automatically applies credits to the open invoices in QuickBooks. Let's turn it off to stop the program from paying your transactions automatically.

 

Here's how:

 

  1. Go to the Gear icon, then select Account and settings.
  2. Select Edit in the Automation section.
  3. Turn off the Automatically apply credits feature.
  4. Select Save, then Done.

 

If the feature isn't turned on, I'd recommend logging in to your QuickBooks Online account via a private window. Doing so helps us determine if this is a browser-related issue.

 

Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once logged in, try creating a new invoice. If it works, let's clear the browser's cache. This removes its stored cache to ensure the program performs efficiently.

 

If private browsing doesn't work, I'd recommend using other supported browsers. They also provide the best and most secure experience with QuickBooks. 

 

Once you receive the invoice payments, you can easily track the funds in QuickBooks Online.

 

Please keep us posted if you need assistance in managing your sales transactions. It's our priority to keep your record accurate.

pbb2
Level 5

Why are my invoices showing paid as soon as I create them?

My customer does not have a credit, but QBO is still applying a payment to the invoice and creating a deposit for the payment even though the invoice has not been paid. Help!!

MirriamM
Moderator

Why are my invoices showing paid as soon as I create them?

Hi there, @pbb2

 

Let me assist you in determining why invoices are automatically paid in QuickBooks Online (QBO) when the customer doesn't have a credit.

 

To verify, we can open the invoice and see how it was paid. To do this, here's how:

 

  1. In the left menu, click Get paid & pay.
  2. Select Customers.
  3. Locate and open the invoice.
  4. Click the View payment link.
  5. From there, you'll see the credit amount applied to the invoice.

 

If you'd want to delete the payment, you can uncheck the invoice to remove the payment amount. Then, click Save and close to confirm.

 

In addition, you can disable the Automatically apply credits option if you wish to control which open invoices receive credits.

 

Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Account and settings.
  3. In the left menu, choose the Advanced tab.
  4. Select Edit ✎ in the Automation section.
  5. Turn off Automatically apply credits.
  6. Select Save, then Done.

 

For future reference, here's an article that provides an overview of resolving customer balances: Resolve A/R or A/P balances on a cash basis Balance Sheet.

 

Please let me know in the comment below if you have further questions. I'm here to answer them for you. Have a nice day!

jaycrossland30
Level 1

Why are my invoices showing paid as soon as I create them?

Can you remove this on the iOS app? I don’t use the iMac version at all and yet it has just changed on one customer to start doing this 

MAnneJ
QuickBooks Team

Why are my invoices showing paid as soon as I create them?

Removing the Automatically apply credits feature isn't available in QuickBooks Online (QBO), @jaycrossland30. Let me provide an alternative option and discuss the details about it.

 

We can log into the browser and turn the Automatically apply credits option off. That way, it'll not enable you to use it.

 

Here's how:

 

  1. Open your QBO account.
  2. Go to the Gear icon, then choose Account and settings.
  3. Click the Advanced tab.
  4. Under Automation, toggle the Automatically apply credits off.
  5. Select Save, then Done.

 

auto apply credits.PNG

 

Also, here's how to delete your auto-paid invoices:

 

  1. Open your QBO account.
  2. Go to Sales, then Invoices.
  3. Select the invoice in question.
  4. On the invoice page, clicking the payment link will route you to the Receive payment page.
  5. Click More at the bottom part of the page, then Delete.
  6. Hit Delete when prompted to the message "This transaction is linked to others. Are you sure you want to delete it?"

 

delete.PNG

 

Additionally, you might want to check this article and learn how to personalize your sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm always here to answer everything you need assistance with, especially managing your invoices in QBO. Have a great day ahead.

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