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:
- Click the Gear on the upper right corner.
- Select Account and Settings.
- Click the Advanced tab.
- Go to the Automation section, click the pencil to the right side.
- Deselect the option to Automatically apply credits.
- Hit Save. Then, Done.
Once done, you can now manually apply a credit note to an invoice. Please follow the steps below.
- Click the+ New icon.
- Select Receive payment or Receive invoice payment.
- Complete these fields as follows: Customer's name, Date, Memo (optional), and Leave the fields Payment Method, Ref#, Deposit to, and Amount blank.
- Choose the invoice that you want to apply to the credit by putting a checkmark.
- Under the Credits section, select the credit note. Then, in the Payments column, enter how much credit your customer wants to use.
- Verify that the total to pay is correct after applying the Credit Note.
- 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.
