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user20482
December 7, 2021
Question

Receipt Reporting Error

  • December 7, 2021
  • 1 reply
  • 0 views

Wondering if anyone can help me with this - I'm not sure what I did wrong. 

I had a customer send me a payment for two invoices - one of the invoices was for the full invoice amount the other was not for the full amount. 

The both invoices were clicked to say payment was received - the amount for the one that was short paid was changed to reflect what was being paid on the invoice. 

The amount received is correct and the bank is reconciled. 

In going over my receivables at the end of the month I noticed that this particular account was not correct - the invoice that had the short payment - is showing as being fully paid - its the strangest thing - I pull up the invoice and it says the full amount is paid - amount owing on that invoice is zero and it shouldn't be. I checked the payment receipt and it's correct - How do I fix this? What did I do for this to happen??

1 reply

T
Trish_T
December 8, 2021

Hi user20482,

 

Having your payments correctly applied is key for keeping your records accurate.  When a full payment instead of a partial payment has been recorded toward an invoice, it can be corrected in minimal time.  There are times when things happen in a busy day and QuickBooks Online provides the ability to make the necessary changes effortlessly.  I'd be happy to show you how!

 

You can edit the payment amount directly from the invoice by following these steps:

 

1. Open Sales from the left menu and select Invoices

2. Locate the invoice that should have a partial payment applied

3. Click on Payment under Paid

4. Make the necessary changes to the Amount received field 

5. Hit Save and close when complete

The invoice will now show as Partial or Partially paid in the status column

 

Here's a couple of helpful articles for future reference:

Recording invoice payments in QuickBooks Online

Process credit card payments in QuickBooks Online

 

If you have any other questions, please feel free to reach back out.  We'd be glad to assist!

 

 

 

 

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