Payments
Recently active
I have a customer who wants to split the cost of an invoice with his girlfriend. Is it possible for them to do this on their end through the email that was sent by Quickbooks Online that included the invoice?
We paid a vendor with check #691 for $2,330.18. They never received the check. We replaced this check with #698. In the meantime, they received the original check #691 and deposited it. A day later they received the replacement check #698 and also deposited it. Just before I knew they deposited both check, I paid our outstanding bill with check #706 for $2,058.88. They just told me they received this last check #706 and would not deposit it (and will shred it) because both the previous check left us with a credit balance of $271.30 How do I handle in quickbooks where 2 checks were written for the same amount & paid for the same invoices (both for $2,330.18), then left an outstanding invoice of $2,058.88 that the check wasn't deposited. Quickbooks won't let me overpay the invoices to leave us a credit. We need our bank reconciliation to balance too. Thanks
The company I work for has a very flawed AP Aging Report. I have a feeling whoever was in the position before me was entering payments and bills incorrectly. So, we pay bills via Check, ACH, or Credit Card. Quite a few bills have been paid and the payments have been entered. However, for whatever reason, the payments are showing up on the AP Aging Summary as credits, when they're not. I've never seen this before. Why could this be and how could I remove them? See photos for reference. Thanks in advanced!!
Quickbooks ONLINE: I received a quickbooks payment that ended up being fraudulent and it was returned. The amount is still showing up in my undeposited funds (as a negative payment for example, -$9165.00) How do I remove this from my undeposited funds?
I have a client who paid an invoice via ACH. The client meant to pay with a credit card, so I reversed the ACH through my bank. However, I now need to void the ACH payment in QuickBooks online and can't find any way to do this. As such, after the client then paid with credit card, the client now has a credit balance in the amount of the invoice.
I have a customer who is 2/10 Net 45. They paid within the 10 days and I am trying to apply the discount. Here are the setups I performed.Receive PaymentSelected the customerEntered the amount receivedChecked the dateSelected the Payment typeSelected Discounts and CreditsDiscounts shows the proper terms and the proper amount of the discount. I selected Done and the discount shows on the payment screen correctly with a zero balance for the invoice.Then when I select Save and Close, I receive this box. I should not receive it as everything has gone to zero.
Looking for some input on an easier way to do this. What's the best way to apply a credit when paying a set of invoices?The set of ~100 invoices are from one vendor totaling 17k, with a credit of 12k, for a final balance of 5k.Currently selecting some of the individual invoices to total the 12k credit, but it's taking quite a long time.Thank you in advance for any detailed input!Currently using quickbooks pro 2012 - yes we are upgrading asap.
Greetings, As the subject line says I'm looking for feedback in regards to returned payments made. In this case the payment was sent to the wrong account number and the bank reversed the payment. There was also a wire fee charged and the returned amount was the difference. Thank you in advance!
I've uploaded receipts into QBO using the email feature and they are now showing in the Receipts tab. When I view the transaction that I want to add a receipt to and click "Show Existing", the uploaded receipts don't appear so I can't add a receipt to the transaction. The Receipts tab sometimes shows a potential match and that's great, but sometimes not as the amounts in the Receipt are different from the bank feed due to a credit card surcharge being added. This is why I want to be able to manually add receipts when looking at the transaction that's been entered previously using the Show Existing feature.Thanks
Regarding the new Payment Links feature, where a payment request is sent to the customer. (not the method where the link is in an email where the invoice is attached.) A customer wants to pay an invoice in three payments over three months. We know we have to send 3 separate payment links. If we send all three right away, will the links remain valid until used month down the road? Or do they time out after a while and become invalid?
When we try to do new bank deposit the description says : There are no transactions matching the criteria.On customer's transaction list we have the same payment twice: one payment is closed and the second shows as unaplied. It keeps happening to few customers, not all of them. How to resolve it?We use online banking and a third party service (Jobber) for invoicing and recording payments.
I am trying to connect my credit card (Mercury) But i cannot find it, maybe is under another main bank?
The customer partially paid an invoice. I won't be receiving the remainder of the money for the invoice total. How do I close it out? Currently I see it every time I go to invoices.
I just downloaded QB Enterprise 22 and it does not have the application to scan docs from within QB anymore. There is an upload for mobile phone there now.
Hello, When you pay a vendor using Bill Pay, does the vendor receive any info regarding what that payment applies to (invoice number)? thanks
Original commenter did not share additional details
Greetings, We are considering adding Merchant Services from QuickBooks so that we can email invoices to customers with a link to pay via credit card, ACH or Echeck. My question is that we future date our invoices to when the project is scheduled to start and I do not want to send invoices out way in advance of the start date. I have invoices already created for April 2023 until December 2023. Can I edit an invoice closer to the actual invoice date and enable the Pay Now button and email well after the initial invoice was created? Thanks in advance!
i have a client who is needing to keep up with classes now. She has a lot of Products and Services. Is there a way i can add a class to all of the products and services in a bulk action?
We received a customer payment, that ended up as a bounced check. I recorded the transaction using the "record bounced check" button. The customer has since taken care of said payment. Now, the bounced amount is showing as a credit on the customer's account. How do I delete/void this wrong amount?
How can I show either a discount column for each line, or show the Price Level applied to an Invoice? Using the subtotal method means I can ever run a sales report by item and know what I charged each customer. Not being able to see what price level has been applied means I can not show the customer their discount rate. We need to show list and discounted price, and be able to run a report telling us what the net price was to each customer. How can I do this?
I send recurring invoices for the same amount to several customers. Last month one customer paid the invoice that was sent to her but it paid another customer's invoice, not her own. It happened again this month. How is this happening and how can I fix it so it doesn't happen again?
I am getting an immediate error when trying to run an ACH on an invoice saying payment declined and then a note at the top left saying "payment declined due to an error with our system". Anyone else have this or know what is going on?
Does anyone has an explanation as to why I display past due invoices when i set up the payment reminder schedule to remind clients to pay 7 days before the due date? What do i do wrong?
