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Imintoitforsure
June 24, 2020
Question

Invoices being automatically showed as PAID when customer pays electronically through merchant services

  • June 24, 2020
  • 1 reply
  • 0 views

I send many customers invoices each month with the ability to pay using ACH. Many do. I've always received those payments manually, until I recently created a new company file and an option popped up for the invoices that are paid by customers electronically from the emailed invoice to have a payment automatically in Quickbooks. A big time saver for me! However, I have multiple files and can't seem to find where to turn on the same function, or what it is called, etc. It only makes sense that emailed invoices from QB paid through QB would have a payment auto created and even shown as a deposit, right? Thanks if someone has worked with this feature and knows their way around more than I ...

1 reply

J
JamesM
June 24, 2020

Hi there,

 

I'm happy you're utilizing QuickBooks so you can get paid faster and get ahead with your work. I'd be happy to share more info on this so you're on the right path. 

 

QuickBooks offers a variety of features which help you streamline your business. The feature you're referring to is turned on automatically when you're using merchant services on your file. If the company doesn't have merchant services enabled, you'll have to receive the payment manually. Here's 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 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. To add a discount or credit, select Discounts and Credits.
  7. Select Save & Close.

Give this a try and if you have questions, please contact our support team using this link. Let me know if you have other questions by leaving a comment below. I'll be on standby.

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