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15dogs
July 21, 2022
Question

Getting payment

  • July 21, 2022
  • 1 reply
  • 0 views

Hi,

new to QB and I sent out an invoice to a customer and forgot to shut off the credit card pay button. My customer paid me through Apple Pay and it charged her credit card. So, how do I get that money? Thank you for the help. 

1 reply

M
MirriamM
July 21, 2022

Welcome to QuickBooks Community, @15dogs. Let me share information about receiving invoice payments in QuickBooks Online (QBO).

 

Since your customer paid the invoice online through Apple Pay via credit card, the payment will go to the bank account where they deposited the money. I recommend checking your bank statement.

 

If the bank account connects to online banking on your QBO account, match the payment to the invoice. Let me show you how:

 

  1. Go to the Banking menu on your QBO account.
  2. Select the Banking tab.
  3. Choose the tile for the account you want to review.
  4. Go to the For review tab to start your review.
  5. Locate the invoice payment with the Match option in the Action column.
  6. Review the Date, Description, Payee, and amount spent or received and ensure this is the correct match.
  7. Once it's verified, click Match.

 

For details about matching downloaded transactions, check out this guide: Categorize and match online bank transactions in QuickBooks Online.

 

Additionally, you can set up a bank rule to automatically categorize your transactions. Please refer to this article for the steps: Set up bank rules to categorize online banking transactions in QuickBooks Online. 

 

On the other hand, if the bank isn't link to online banking in QBO, you can utilize the Receive payment feature. Here's how: 

 

  1. In the left menu on your QBO account, select the + New button.
  2. Select Receive payment.
  3. From the Customer dropdown, select the name of the customer.
  4. From the Payment method dropdown, select the payment method.
  5. From the Deposit to dropdown, choose the account you put the payment into. 
  6. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
  7. Enter the Reference no. and Memo if needed. 
  8. When done, select Save and close.

 

For more details about this, see this article: Record invoice payments in QuickBooks Online.

 

In case you'd want to personalize your sales form in the future, you can visit this link for more information on how to: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please know that I'm only a post away if you have any follow-up questions. Wishing you and your business continued success.

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