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ecopathconstruct
Level 1

When I create an invoice and hit save it is showing it as paid prior to me being able to email it to the customer. How do I fix this as it has never done this before?

 
2 Comments 2
Rustler
Level 15

When I create an invoice and hit save it is showing it as paid prior to me being able to email it to the customer. How do I fix this as it has never done this before?

check company settings>automation uncheck automatically apply credits if it is checked, sometimes intuit updates change things

Adrian_A
Moderator

When I create an invoice and hit save it is showing it as paid prior to me being able to email it to the customer. How do I fix this as it has never done this before?

What Rustler mentioned is one of the reasons why the invoice shows paid, ecopathconstruct.

 

Here's the complete steps on how to verify if you've selected the automatically apply credits options:

 

  1. Click the Gear icon, and then Account and Settings.
  2. Go to the Advanced tab.
  3. Click the pencil (edit) icon on the Automation section.
  4. Deselect the Automatically apply credits box.
  5. Click Save, and then Done.

 

Also, a zero amount can be a reason why the invoice shows paid. The system will automatically detects that there's no payment needed to be received.

 

You can also check these articles on how to send and customize the invoice emails:

 

I'll be around if you need my help in emailing and customizing the invoice.

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