cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

When i create an invoice automaticly apply a balance what i dont want to include in my new invoice?

 
1 Comment
Highlighted
QuickBooks Team
QuickBooks Team

When i create an invoice automaticly apply a balance what i dont want to include in my new invoice?

Thanks for checking in with us today, bocon1976.

 

Are you referring to credits automatically applied to your invoice? We can turn off this feature if you don't want to include it when creating an invoice.

 

Here's how:

 

  1. Click the Gear icon on the top menu.
  2. Choose Accounts and Settings.
  3. Select Advanced.
  4. Tick the Pencil icon in the Automation section and uncheck the option for Automatically apply credits.
  5. Hit Save.
  6. Tap Done.

To learn more about applying credit memos, you can check out this article: Enter and apply credit memos and delayed credits in QuickBooks Online.

 

If you're referring to Account Summary showing on your invoice, you have the option to disable it. Just go to your invoice template to remove the summary on the form.

 

Here's how:

 

  1. Click the Gear icon on the top menu.
  2. Choose Custom Form Styles.
  3. Hit Edit on the invoice template under the Action section.
  4. Tick Content and select the Table part on the sample invoice.
  5. Uncheck the Show on invoice field under Account Summary.
  6. Tap Done.

I have articles here about account summary and customizing templates:

 

Add an account summary to an invoice in QuickBooks Online

Customize invoices, estimates, and sales receipts in QuickBooks Online

 

I'm just one reply away if you need a hand with running invoice reports or any QBO related. I'm always here to help.

Need to get in touch?

Contact us