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zalfamishab
Level 1

Will I be able to stop QB from automatically linking credit note created to invoices of a particular customer. How to manually select the invoices and credit note.

 
1 Comment 1
ChristieAnn
QuickBooks Team

Will I be able to stop QB from automatically linking credit note created to invoices of a particular customer. How to manually select the invoices and credit note.

Hi there, zalfamishab.

 

Yes, you can prevent QuickBooks from automatically linking credit notes to the invoices. To do this, you'll need to turn off the option to automatically apply credits.

 

Here's how:

 

  1. Click the Gear on the upper right corner.
  2. Select Account and Settings.
  3. Click the Advanced tab.
  4. Go to the Automation section, click the pencil to the right side.
  5. Deselect the option to Automatically apply credits.
  6. Hit Save. Then, Done.

 

Once done, you can now manually apply a credit note to an invoice. Please follow the steps below.

 

  1. Click the+ New icon.
  2. Select Receive payment or Receive invoice payment.
  3. Complete these fields as follows: Customer's name, Date, Memo (optional), and Leave the fields Payment Method, Ref#, Deposit to, and Amount blank.
  4. Choose the invoice that you want to apply to the credit by putting a checkmark.
  5. Under the Credits section, select the credit note. Then, in the Payments column, enter how much credit your customer wants to use.
  6. Verify that the total to pay is correct after applying the Credit Note.
  7. Hit Save and close.

 

For additional information, you can check this article: Create and apply credit notes or delayed credits in QuickBooks Online. This also provides details on how you can create and apply a delayed credit.

 

Please refer to this article to see steps on how to create a journal entry to transfer the credit from one customer to another: How can I transfer a credit from one customer to another?

 

Please let me know if you have other questions related to QuickBooks. I'm always here to help.