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clscott
January 31, 2023
Question

invoices and payments

  • January 31, 2023
  • 1 reply
  • 0 views

On 2 different occasions I have emailed customers an invoice and they have paid through the email link.  Both times the amount they paid was less than the amount owed (by the exact same amount). Therefore the invoice was left with a balance owed.  Why would that be?

1 reply

JaeAnnC
JaeAnnC
January 31, 2023

Thanks for reaching out to us, @clscott. Let me share why invoices are showing with open balances in QuickBooks Online (QBO) after receiving payments.

 

When an invoice remains unpaid on your reports, it's possible that your customers have only paid partially. We can follow these steps to record them in QBO:

 

  1. Go to + New and select Receive payment.
  2. Select the payee in the Customer dropdown.
  3. Enter the payment in the Amount received field.
  4. In the Outstanding Transactions section, check the box for the invoice you want to link the payment.
  5. Fill out other necessary information as you see fit, and click Save and close.

 

I'd also recommend checking your bank statement to ensure that the payment matches what's entered in QBO.

 

Additionally, some banks charge service and processing fees for every transaction. That said, they're deducted directly from your customers' payments when using banks as payment methods. You may refer to this article on how to record the fees: Record and make bank deposits in QuickBooks Online. Look for the Include bank or processing fees section for the detailed step-by-step guide.

 

In QBO, we also have the option to personalize the appearance of our sales forms. This way, we can make our invoices look pleasing when we send them to our clients. 

 

Please don't hesitate to get back to us if you have further clarifications regarding managing invoices and payments. We're always around to assist you. Keep safe!

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