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judy11
May 16, 2019
Question

Received payment for several invoices in 1 amount.attributed the payments to the correct client but it did mark the invoices paid.How to i mark these invoices as paid

  • May 16, 2019
  • 2 replies
  • 0 views
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2 replies

A
Anonymous
May 16, 2019

Hello Judy,

 

It’s a great idea to keep track of your customer invoices and payments. QuickBooks Online makes offers a user-friendly interface where you can record your sales transactions accurately. I’ll be happy to help you through this process. To record a payments and assign it to existing open invoices, follow these steps:

  1. Select the Plus icon (+) from the top right menu
  2. Under Customers, select Receive Payment
  3. Select the customer that paid you from the drop-down menu
  4. A list of the unpaid invoices will be now visible under Outstanding Transactions
  5. Select the invoices that you wish to apply the payment to (in the PAYMENT column, you can adjust the amounts for partial payments if needed)
  6. Select Save and close when done

The invoices you selected will be marked as paid and assigned to this specific payment.

 

For more details about how to record a customer payment, check this community article.

 

Let me know if you have any other questions.

C
CBlue
July 22, 2019
Situation : 1 single cheque deposited ; this single payment covers 2 separate invoices. When i use this above payment method (through Gear > Receive payment > Customer... apply payment to invoice X and Y), the 2 separate invoices do show ''Paid''. However, in my Banking section (in the bank account where the single deposit was made), in the ''Reviewed Tab'', the Mobile Deposit transaction does NOT show ''Matched to XXX''. This Mobile Deposit transaction simply remains associated to the category ''Service income''. Other Received payments show as ''Matched to Payment: Accounts Receivable A/R''. Why? Is it because i did not split the initial big cheque into 2 separate amounts according to each invoices?
R
Rasa-LilaM
July 22, 2019

Thanks for getting back to us, @CBlue.

 

The deposit may remains associated with the Service income when QuickBooks is unable to find a match or link it to the downloaded data. I have a few easy steps to help keep your records correct. 

 

  1. Let’s sign first to your company, then navigate to the Banking menu on the left panel.
  2. Pick the Banking tab and select the correct account from the Bank and Credit Cards drop-down.
  3. In the For Review tab, locate the payment and click on it to see the details.
  4. Click the Find match radio button.
  5. On the Match transactions page, mark the box for the two invoices.
  6. Click on Save.

Next, go to the Sales menu and select Invoices at the top. From there, you'll see the transactions’ status will show as Deposited.

 

For some tips about matching bank transactions to existing entries in QuickBooks, please see the following article: Match and categorize your downloaded bank data.


Keep me posted if you have any other concerns. I’ll get back to you as soon as possible to assist further. Have a good one.

 

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