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