When you’ve specified where the payment(s) will go, add a memo and/or attachment if you’d like and select either Save and close or Save and new in the lower right corner. Tip: If you want to isolate invoices from a specific date range, click the arrow next to Filter. You can change this if you need to by clicking to uncheck the box and clicking in the box in front of the correct one. If the customer has multiple outstanding invoices, QuickBooks Online will put a check mark in front of the oldest one(s). When you select a customer’s name in the Receive Payment window, a list of unpaid invoices will appear at the bottom. Leave that active, and enter the Amount received in that field. The default value for Deposit to is Undeposited Funds.
If there’s a Reference no., like a check number, enter it in that field. Open the Payment method list and select from Cash, Check, Credit card, etc. In the upper left of the window that opens, select the correct customer by clicking the down arrow at the end of that field to open the list. When payment comes in on an invoice, you can get to the right screens in any of several ways.Ĭlick the + (plus) sign in the upper right corner. Here are the three types you’ll deal with most often. You do, though, need to know how to get to payment screens-there are multiple ways-and which form to complete for each remittance. No more trying to write small enough in your register so you can identify the origins of deposits. No more digging through piles of forms and hand-stamping PAID on your customer bills and statements. QuickBooks Online excels at keeping your accounts receivable organized.
Your days of matching paper checks to paper invoices are over. It’s perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. QuickBooks Tip: Receiving Payments in QuickBooks Online
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