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adminnuvexcloud
October 19, 2020
Question

Receive payment - filter I have over 100 outstanding invoices and want to use the filter. however it clears the first one after selecting a second invoice

  • October 19, 2020
  • 3 replies
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3 replies

LeithG
LeithG
October 19, 2020

Hi adminnuvexcloud:

 

When the first one 'deselects' is it not a part of a second filter screen where you're selecting the second invoice?  Usually multiple selections like this would have to come from the same filter since most programs aren't smart enough to keep selections between filters.

Try pinning down further if you can based on customer, due date, invoice date so the list of items you want to apply payments to are all on one screen with as few extra / non-applicable ones as possible.

willemjz681
October 23, 2020

thanks for your answer

I added a picture and in that picture I snipped three pictures

take a look and I hope I make sense

 

PatriciaT
PatriciaT
October 23, 2020

Hi willemjz681,

 

Thanks for illustrating what's going on in your account with this screenshot. Being able to properly record invoice payments is essential to keep your books accurate. I'll be happy to share more on this. 

 

The Receive Payment feature in QuickBooks Online enables you to manage a single invoice payment or multiple invoices at once. After selecting a particular customer through this feature, a list of corresponding unpaid invoices will be visible under Outstanding Transactions. At this point, you can either choose one or multiple invoices that you wish to apply the payment to or use the filter to isolate a particular invoice and record a payment. The Receive Payment filter in the program enables you to work with one invoice at a time. I can see how using this filter to select multiple invoices as well could have benefited your business, and I encourage you to submit feedback directly to our engineers to share your thoughts on that. We are always looking for new ideas to offer the best QuickBooks experience we can.

 

Feel free to also explore our Apps menu to find a third-party app that could better assist you with your task.

 

For more about the receive payment feature, here's an article: Record invoice payments in QuickBooks Online

 

Have a great weekend!

 

 

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