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WRanch
November 26, 2022
Question

Payment Link, Sales Receipts, & Invoices

  • November 26, 2022
  • 1 reply
  • 0 views

I sent out a payment link to customers for final payment on invoices that have already been created.  When I received the payment, it created a sales receipt and automatically shows the deposit in Quickbooks Bank Account.

 

How do I apply the sales receipts to the invoice?

If I delete the sales receipt, does it delete the deposit within Quickbooks Bank Account?  

The deposit in Quickbooks Bank Account has grouped sales receipts together as one deposit.

 

When I applied the payments to the invoices, it created duplicated deposits for my checking account.

 

Thank you for your help,

Debbie

 

 

1 reply

R
Rasa-LilaM
November 28, 2022

I can help and route you to the right team who can properly address your sales and payments concerns, WRanch.

 

In QuickBooks, there are two ways to record sales transactions. We'll have to create an invoice and receive payment for a deferred payment. A sales receipt is used for goods or services rendered at the time of purchase, or if your customers pay you immediately.

 

Since the payment automatically created a sales receipt, I recommend contacting our QuickBooks Payments Team. One of our specialists will gather some personal data to access your merchant account. Then review the Payments settings, including the online payment method.

 

Also, they'll walk you through the real-time implementation process once the solution is available. This is to guarantee the accuracy of your sales transactions and prevent duplicates.

 

Here's how to get the contact information:

 

  1. In your company, head to the Help icon in the upper right to display the support window.
  2. Choose the Assistant tab and then enter a brief description of your concern in the Type something field.
  3. Click the Get help from a human link and type a phrase or keyword in the What can we help you with? box.
  4. Tap the Start a chat button to connect with a live expert. 

 

For additional resources, I've included a link that discusses accepting electronic customer payments for online invoices and in-person sales: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

You can utilize the following guide to learn more about how to handle payment-related processes: QuickBooks Payments FAQ. Simply click the topic to view the full details of the article.

 

If you have any clarifications about managing your customers' transactions, drop a comment below and tag my name. I'll get back and answer them for you. Have a good one and stay safe.

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