QB Issue Resolution:

You don’t want a Payment to be dated in advance of the invoice. Yes, you are creating negative AR, which is “unapplied income.”

You would use Sales Receipt instead of Invoice and payment. Sales Receipt = you got paid AND this is the date of the charges = one step.

Resolution for Issue 'How do I credit a banking payment received, to a customer’s account when the invoice has not yet been created? I don’t want to have to click the + icon each time.' available: Yes (Solved).
Source: Intuit Community forum.

How do I credit a banking payment received, to a customer’s account when the invoice has not yet been created? I don’t want to have to click the + icon each time.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

Support for banking payment received
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Error Recovery for banking payment received [Canada]
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