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A
arkvalleyinfo
December 4, 2018
Question

When I use the Receive Payment function do click on clear payment before I save? How is this used properly?

  • December 4, 2018
  • 1 reply
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Original commenter did not share additional details

1 reply

M
mazar
December 4, 2018

Hello,

 

The Clear Payment button will remove any check marks from the selected invoices and reset the form back to when you first brought it up.

 

When bringing up the screen, select the customer you received a payment from.  QB will then bring up any open invoices you have for them.  Place a check mark in the box for any invoices you want to apply the payment to.   By default, QB will apply payment to full open balance of invoice.  If it's a partial payment, you can adjust the payment amount per invoice.

 

Near the top select where to put the payment. (Undeposited funds or a bank account) and then click one of the green buttons at the bottom right. Save and New or Save and Close.

 

Here is the full article on this.

https://quickbooks.intuit.com/community/Payments/How-to-record-a-customer-payment/m-p/186418

S
SmallBizOwner75
February 11, 2020

This is very confusing, Quickbooks.

 

It should be changed to say say "clear checkmarks" or "clear form"

 

"Clear payment" could easily be confused to also mean "receive payment." Similar to a check "clearing"

    R
    rg0056
    March 2, 2020

    First off, I would like to say that the more I learn how to use Quickbooks the more I love it!

     

    I do find that I agree with the previous comment of finding the “Clear Payment” button confusing. I thought it meant I was clearing the payment debt from the account and applying payments since it was aligned directly below the section I was marking to receive payment for. Also, for ease of use from a non-trained quickbooks learner, I think placing the words "Receive Payment” / save on the green button below could be very helpful.

     

    Thank you for all you do Quickbooks!

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