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TopRoofMarketing
September 7, 2024
Question

Sales Receipt - Incorrectly Marked Paid

  • September 7, 2024
  • 1 reply
  • 0 views

QuickBooks Online (QBO) shows a sales receipt as paid on the Customer Screen, but the card was actually declined. The Intuit Merchant Center doesn't even show an attempt in charging the card.

 

When I click to edit the Sales Receipt, there is no hyperlinked text "transaction processed" as with other entries that are truly paid. All I can do is try to reprocess the card (which wouldn't work as it was deactivated). This is the only hint I can find that it's not actually paid.

 

How can I see if there are more unpaid sales receipts that are marked paid? (without clicking on every sales receipt to find out). I only know that this sales receipt wasn't paid because the client said his card wasn't billed on 9/1/24 as expected - otherwise, the service would have been provided at no cost.

 

Side note: The sales receipt was automatically created and tried to bill the card since it was setup in the "Recurring Transactions" section. The very first attempt for this recurring sales receipt was 9/1/24.

 

We would appreciate any and all insights.

1 reply

D
DebSheenD
September 7, 2024

I can imagine how convenient it must be to have an option to view all sales receipts and check if it was paid in QuickBooks Online (QBO). 

 

At this time, the option to check if the sales receipts are paid is unavailable in QBO. You can directly contact the customer to confirm the payment.

 

Since this was set as a recurring transaction,  QBO automatically marked it as paid. If this is linked to a customer's payment method (like a credit card), QBO attempts to charge that method on the scheduled date. If successful, the sales receipt is marked as paid without requiring manual intervention.

 

With this, I recommend contacting our QuickBooks Payments Support Team to check if there are options to view paid and unpaid sales receipts.

You can also check these articles regarding customizing your sales receipts and other forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Furthermore, you can read this article to learn how to give discount percentages or set discounts on fixed prices and attach them to your line items:  Add a discount to an invoice or sales receipt in QuickBooks Online.
 

Please know that you're always welcome to post a reply in this thread if you have any other questions about sales receipts. I'll be here ready to assist you. Have a great day ahead!

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