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User122
September 15, 2021
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How do I apply 'payment link' credit card payment to an open invoice?

  • September 15, 2021
  • 1 reply
  • 0 views

Situation:

 

1. I created an invoice for a customer project.

2. I wanted the customer to pay me a 10% deposit for the project.

3. Instead of having the customer make the 10% deposit using the payment portal in the invoice itself, I sent a 'payment link' via Quickbooks requesting the 10% deposit amount.

4. The customer paid by credit card.

5. The transaction was recorded as a Sales Receipt.

5. The funds were deposited into my bank account. 

 

Problem:

 

I have a Sales Receipt transaction and I would like these funds applied to the open Invoice instead. I have referenced several QB help articles and attempted those solutions but I am still unable to understand how to apply this payment to the open Invoice. 

    Best answer by Rose-A

    I'm here to help ensure you're able to apply the sales receipt to your open invoice in QuickBooks Online, User122.

     

    You can use the Find Match feature in QuickBooks Online to apply the sales receipt transaction to your open invoice. Here's how:

     

    1. From your Banking page, select your bank account and click the Sales Receipt.
    2. Choose to Find match.
    3. Filter the transaction and dates to show all Open invoices.
    4. Select the correct invoice and double-check the payment amount.
    5. Hit Save.

     

    Once done, the invoice will remain open with the remaining balance. See the sample screenshot below.
     

     

    You can also record a partial payment to your open invoice by following the steps in this article: Record invoice payments in QuickBooks Online. On the same link, you'll find steps on how to record multiple payments in QuickBooks Online as well as finding customers' balances.

     

    Please let me know if you have any other questions. I'm always here to help and provide you additional assistance. Have a wonderful day!

    1 reply

    Rose-A
    Rose-AAnswer
    September 15, 2021

    I'm here to help ensure you're able to apply the sales receipt to your open invoice in QuickBooks Online, User122.

     

    You can use the Find Match feature in QuickBooks Online to apply the sales receipt transaction to your open invoice. Here's how:

     

    1. From your Banking page, select your bank account and click the Sales Receipt.
    2. Choose to Find match.
    3. Filter the transaction and dates to show all Open invoices.
    4. Select the correct invoice and double-check the payment amount.
    5. Hit Save.

     

    Once done, the invoice will remain open with the remaining balance. See the sample screenshot below.
     

     

    You can also record a partial payment to your open invoice by following the steps in this article: Record invoice payments in QuickBooks Online. On the same link, you'll find steps on how to record multiple payments in QuickBooks Online as well as finding customers' balances.

     

    Please let me know if you have any other questions. I'm always here to help and provide you additional assistance. Have a wonderful day!

      U
      User122Author
      September 16, 2021

      Thank you so much, Rose-A! This solved my problem and I greatly appreciate your assistance. This was a bit of a frustrating experience and I'm glad I have this reply to fall back on in the future when I encounter this situation again. Big thanks!

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