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Change the way QuickBooks applies customer payments to invoices

By default, QuickBooks applies the payment to the oldest invoice first, then to the next oldest, and so on. This happens when you enter the payment (or click Auto Apply Payment) in the Receive Payments window.

If you want to distribute the payment to different invoices, perform the steps described in this procedure.

To do this task

  1. Click Un-Apply Payment.

    If the payment hasn't been applied yet, you won't see the Un-Apply Payment button. Instead the button will be Auto Apply Payment, in which case you can skip this step.

  2. In the Checkmark column, click next to each invoice to which you want to apply the payment.

Each time you select an invoice, QuickBooks inserts the amount to be applied to the invoice in the Payment column. When the undistributed amount of the customer's payment is greater than the amount due, QuickBooks pays the invoice in full. When the undistributed amount is less than amount due, QuickBooks applies the entire amount to the invoice, leaving a balance due on the invoice.

See also

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