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Payments
Thanks for getting back to us and providing more details about the notification you received when editing invoices, Taylor.
In QuickBooks Online (QBO), when the Automatically apply credits feature is turned off from the Accounts and settings, existing invoices won't be paid or credited.
In that case, you can log in to your QBO account using a private browser. This way, you can double-check the accurate setup on your settings. You can use these shortcut keys on your keyboard to access incognito mode:
- Safari: Control + Option + P
- Google Chrome: Press Ctrl + Shift + N
- Firefox or Internet Explorer: Ctrl + Shift + P
If that works fine using a private browser, go back to your original browser and clear its cache so the system can start fresh. Also, using a different supported browser can help us dig deep into the root cause of this unexpected behavior.
If the issue persists, I'd recommend reaching out to our QuickBooks support team so they can further sort this out by enclosing screen-sharing sessions with you and pinpoint the notification you've been experiencing.
Additionally, here's an article you can browse just in case you need assistance sending invoices over time in QuickBooks Online: Set up and send progress invoices in QuickBooks Online.
Keep me posted in this thread for any additional queries you may have when editing your invoices in QBO. Just let me know below so I can back you up.