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AIglehart
August 28, 2022
Question

Applying online credit card payment to open invoice

  • August 28, 2022
  • 1 reply
  • 0 views

We've set up online credit card payments for customers to pay directly through their invoice. We receive the payment however we can't apply said payment to the respective open invoice. Therefore the invoice shows an outstanding balance despite being payed. How do we correct this?

1 reply

AlcaeusF
AlcaeusF
August 28, 2022

Hello @AIglehart,

 

Thank you for posting here in the Community space about the open invoice. I can help you correct the transaction to show the payment in QuickBooks Desktop.

 

Ideally, when a customer makes a payment from an e-invoice, it should automatically reflect on your QuickBooks. Also, you've mentioned you can't enter the payment, are getting an unusual result?

 

If your bank account is linked to QuickBooks and shows the payment, you can match it to the open invoice. To learn about the process in bank feeds, you can visit this link: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Alternatively, you can manually record the payment in the system. You can use this method if payment isn't showing in QuickBooks. 

 

Here's how:

 

  1. Click the Customers tab at the top menu bar and select Receive Payments.
  2. Select the customer from the Received From ▼dropdown.
  3. In the transactions section, select the checkbox next to the invoice you want to apply the payment to.
  4. Select the payment method.
  5. When you’re done, select Save & Close.

 

Also, the deposit times for customer payments will depend on your product and payment plan. For more details about QuickBooks Payments, check out this article: Take and process payments with QuickBooks Payments.


Let me know if you need any clarification about managing customer payments or handling open invoices. I'll be more than happy to assist you in this public forum.

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