How do I apply a payment to an invoice online or on mobile?

Hi there,

Making a sale is the most important aspect of running your small business, and QBO helps you record this quickly and easily both in the browser and on your mobile app. Once you create an invoice, the next step is to record a payment. I'd be happy to explain how to do that on the browser and app. 

If you're using the browser version of QuickBooks Online, here's what you'll do to record your payment: 

1. Select + New.
2. Select Receive Payment.
3. Select the name of the customer from the drop-down menu.
4. From the Outstanding Transactions section, select the transactions that you’d like for QuickBooks Online to calculate. As you select these items, the payment total will change.
5. Select the payment method.
6. Enter the Reference no. and Memo if applicable.
7. You can either deposit the money to your chequing account or to the Undeposited funds account.
8. Select Save and close.

Here's more information about that process: Record invoice payments in QuickBooks Online.

In the mobile app, here's how to record an Invoice payment: 

1. Click the Plus (+) icon. 

2. Select Invoice Payment. 

3. Select the Customer or Project. 

4. Click the invoice associated with the payment. 

5. Enter the payment amount. 

6. Make sure you're depositing the funds to the correct account, then click Save. 

That's all there is to it. I hope this helps get you back on track.

Cheers!