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Stu33
February 14, 2020
Question

Is there a way to select or "CHECK" multiple invoices when applying a payment from a customer?

  • February 14, 2020
  • 3 replies
  • 0 views

I am receiving payments from customers and for each of the invoices that are being paid on the check, there is a box on the very left that I need to click on to put a checkmark in it.  I would like to know if there is any way to select or put a checkmark on "several" invoices at one time?

 

Thanks,

Yok33

3 replies

BigRedConsulting
BigRedConsulting
February 14, 2020

Yes, you can pay as many invoices as you have to pay with one payment.  Check all that you want to pay.

J
jillmellady
October 22, 2022

I am using Quickbooks Desktop and I want to know how you can make a payment through the payment portal for all outstanding invoices. Currently a customer will have 40 invoices and have to enter their bank or credit card information 40 times. Is there a payment portal or something that can make it easier for them? I am on Quickbook Pro 2020.

JessT
JessT
October 22, 2022

Hi jillmellady!

 

Good to know you will receive payments for your 40 invoices!

 

Please note that your customer can only pay per transaction, not a lump sum. If it's possible and more convenient for both of you to do a bank transfer without using our payment channel, you can do that option. Consider bank transfer fees as well. Then, just reflect their payment in your QuickBooks records and send them a copy.

 

Let's say those 40 invoices sum up to $10,000, but your company will shoulder a 2.5% (example only) bank transfer fee if there is one. Basically, you'll only receive $9,750.

 

You can record a one Receive Payment transaction for $10,000 for those 40 invoices, and make sure it hits your Undeposited Funds account. Then, deposit that amount and deduct the $250 bank transfer fee so only $9,750 will reflect in your bank register.

 

Receiving payment and emailing the receipt:

 

 

Deposit the payment in the bank register:

 

 

If you have more questions in mind, feel free to go back to this thread. Take care and have a good one!

Candice C
Candice C
February 14, 2020

Welcome back to the Community, @Stu33.

 

Yes, there's a way to select multiple invoices when applying to payment. All you have to do is checkmark the rest of the invoices you'd like to apply to the payment. Here's a refresher:

  1. Open QuickBooks.
  2. Go to Customers.
  3. Pick Receive Payments.
  4. Enter all the information needed.
  5. Put a checkmark beside the invoices you want.
  6. Choose Save & Close or Save & New.

It's that easy. Below is an extra link that can help you out in the future.

Remember, I'm only a post away if you have any other questions or concerns. Cheers to the weekend ahead!

    S
    Stu33Author
    February 14, 2020

    Candice C:

    I do agree, "CHEERS TO THE WEEKEND"!

    However, I do not thing you understand what I am really asking.  Here is a little more.

    I have a check from a customer and it is paying 174 different invoices.  I understand that all I need to do is check each invoice, but I have to click on the check box 174 different times.  A majority of the invoices are in order but there are some that are not in order.  Let's say the ones in order are Invoice # 200 through # 342.  It would be nice to be able to handle this simply like in Excel by checking the FIRST invoice # 200 and then holding down the SHIFT button and clicking on the invoice # 342 and then all in between # 200 and # 342 would be checked.  As it is now, I have to check each individual line/invoice independently, meaning I have click on the small box 142 times.  

     

    I hope that this clears up my situation and maybe there is just NOT a way to do what I am asking.

     

    Thanks,

    Yokoms

      J
      Joshua R
      February 14, 2020

      Hey there, @Stu33.

       

      I do hope you're having a good week. I see you're trying to apply a payment that has been received to multiple invoices instead of clicking them all individually. This feature isn't currently available in QuickBooks Desktop. I'll submit feedback to our product developers for them to look at it as a possible option for future updates. We're always looking to update the product to meet the needs of our customers.

       

      Reply to this thread if I can help with anything else. Have a great weekend!

       

        T
        Thedreambuilder
        December 30, 2022

        Yok33  is referencing to a Batch Action to Record Payments from Multiple Clients at the same time, similar to how we can email different clients notifications at the same time.   That would be very handy. it's such a waste of time to record each payment one by one. And very time consuming too.

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