How do I apply a credit to an invoice automatically?

Answer

The function here is related to the Receive Payment screen: "First, you’ll need to turn on the Automatically apply payments option in your QuickBooks".

It allows you to enter the Amount and see the program apply to open invoices, matching first by Amount, or simply allocating by Oldest open balance, first.


That is Not this question.


"This is a great feature for you to know if there still an open balance for the customer, so you can apply it when an invoice is created."

It has No Bearing on that function.


"Then, once you create an invoice a pop up will appear for you to check the available credit to be applied to that specific customer."


That always happens unless you suppressed Dismissable pop ups. Go to Preferences, to General on the left, the My Preferences on the right, to checkmark "Bring Back All One Time Messages." This toggled it On. Now, the next time you make an invoice for someone with negative AR on hand (not really a good work method, by the way), you get the Prompt asking if you want to apply it now. Do not checkmark "stop showing this." That makes it go away.

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