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ASK81
November 18, 2022
Question

QBO - Marking Customer Invoice as Paid

  • November 18, 2022
  • 1 reply
  • 0 views

The method of payment wasn't recognized by QBO which was Interac e-transfer. How do I mark this as paid? 

 

1 reply

Jen_D
Jen_D
November 18, 2022

It's great to have you here, @ASK81.

 

Let's make sure you're able to record customer payments in the program. If you use an external platform to process payments, you can keep track of those payments in QuickBooks by manually recording the payments.

 

Here's how:

 

  1. Press + New, then select Receive payment.
  2. Add the customer name in the Customer dropdown.
  3. Fill out the Payment method.
  4. From the Deposit to dropdown, select the account you put the payment into. Tip: You can put the money directly into an account, like your chequing account, or select Undeposited Funds if you need to group the payment with others.
  5. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment on.
  6. Add a Reference no. or Memo if needed. This is optional.
  7. When you're done, select Save and close.

 

Check out this link to know more about how to record invoice payments manually.

 

Let me know if this helps or if you need further insights about applying customer payments. I'll be on standby here to further assist you. Have an awesome day!

A
ASK81Author
November 18, 2022

I somehow don't have the option "+New" on the left side panel.

 

Am I not setup correctly? I am self employed but I didn't use the Quickbooks Self Employed option, I used the QBO option because I don't need a business registration number. 

T
Trish_T
November 18, 2022

Hi ASK81,

 

Thanks for getting back to us here.  The process in QuickBooks Self-Employed is slightly different than other QuickBooks products.  If you use QuickBooks Payments the invoice will automatically be processed.  However, if you need to manually mark the invoice as paid, follow these steps;

 

1. Open Invoices and locate the invoice

2. Select the ▼ dropdown menu in the Action column

3. Hit Mark as paid. 

If you're on a web browser, select Send to provide your customer a copy of their paid invoice, or select Email if you're on the mobile app.

Here's a helpful guide for your reference.

 

Feel free to reach back out if you have other questions.  We'd love to help!

 

 

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