Learn how to apply an unapplied payment to an open invoice inside of QuickBooks Online.

When receiving a payment, it is considered a best practice to always match the payment up with the corresponding open invoice. That said, from time to time, you may notice an unapplied payment sitting on a customer's account. To link the unapplied payment to an open invoice, open the payment in QuickBooks and apply it to the open invoice.

(1) Open the unapplied payment in QuickBooks

(2) Select the applicable invoice(s) from the Outstanding Transactions list

(3) Click Record and Close

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Additional Info

• More information on how and when your Novi data and data in QuickBooks sync.

• If credit memos are automatically being applied to open invoices and you would rather issue a refund (or vice versa), refer to this QuickBooks Online help article for steps to edit your settings.