Prevent Auto Assign / Auto Apply of Open Credits to Open Bills as well as Open Payments/Credit Memo to Outstanding Invoices

Note that Auto Apply checkbox is a sticky feature wherein it follows the settings selected for the last transaction. (see field level help).

In order not to Auto Apply / auto assign the Open Credits to Open Bills, users can do the following:

1. Navigate to Transactions > Purchases / Vendors > Enter Vendor Credits > List
2. Pull up any Bill/Vendor Credit > Edit
   
3. Under Expenses & Items tab > uncheck 'Auto Apply' checkboxS
4. Click Save

For Open Credit Memo/Customer Payment: Via old/existing Customer Payment/Credit Memo

1. Navigate to Transactions > Customers > Accept Customer Payments > List
2. Pull up any Customer Payment/Credit Memo > Edit
3. Under Apply tab > uncheck 'Auto Apply' checkbox
4. Click Save

• Note: We can also uncheck Auto Apply to new Bill Credits, Customer Payment, Credit Memo and retain it (unchecked) for succeeding transaction.