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August 25, 2020
Question

Payments not recording on check register

  • August 25, 2020
  • 1 reply
  • 0 views

When I went to record a partial payment on a client's Invoice I used client payments from the item list and it is connected to our checking account.  The payment posted on the Invoice decreasing what they owed but when I go into the check register I see the client's name and it says payment accounts receivable but there is no amount showing in the register, the amount column is blank.  What am I doing wrong?

Cheryl

1 reply

MaryLandT
August 25, 2020

Let's find out why the partial payment is showing a zero amount on the register, missymarykay55.

 

On your checking account, you can double-click the payment. It will open the transaction and see if the amount field is empty.

 

If there is, you can go back to the register and manually enter the amount in the Deposit field.

 

If not, the invoice payment could be damage. You'll want to go back to the register and delete the transaction. Simply click on it, then press CTRL + D on your keyboard.

 

Once done, you can re-enter the partial payment. Let me show you how:

  1. From the QuickBooks Home page or the Customers menu, select Receive Payment.
  2. In the Received From drop-down, select the customer's name.
  3. Enter the partial amount received.
  4. Make sure the date is correct, then choose the Payment method.
  5. Select the invoice or invoices you'd like to pay.
  6. Click Save & Close.

Recording invoices is part of the Accounts Receivable workflow in QuickBooks Desktop.

 

Get back to me on how the process above goes by commenting below. I'm always right here to help ensure payments are recorded on your check register. 

August 26, 2020

That works but for one problem when I go to print the Invoice out it doesn't show the partial payment on the printed Invoice.  When you preview it it shows the payment but not when you print the Invoice out so what am I doing wrong?  I need the client to be able to see their payments on their Invoices.

Candice C
August 26, 2020

Good Afternoon, @missymarykay55

 

Thanks for reaching back out to the Community. Let's try to use the QuickBooks Tool Hub to help resolve this problem when printing an invoice. Don't worry. It's a simple process. 

 

Here's how: 

 

Step 1: Download and install the QuickBooks Tool Hub

 

  1. Close QuickBooks. 
  2. Download the QuickBooks Tool Hub
  3. Open the downloaded file. (QuickBooksToolHub.exe
  4. Follow the on-screen instructions to install and agree to terms and conditions. 
  5. Double-click the icon to open the tool hub. 

 

Step 2: Use the tools on the QuickBooks Tool Hub

 

Select the Program Problems option to help resolve this problem when printing an invoice. 

 

Learn more about resolving printing problems with this link provided. 

 

Let me know if this helps. I want to make sure you're able to get back to running your business.