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Record invoice payments in QuickBooks
by Intuit•48• Updated about 4 hours ago
Learn how to receive and record invoice payments, including full and part payments, editing or deleting payments, handling overpayments as tips, and managing credits.
🛈 This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and Sole Trader. |
Understanding sales transactions
QuickBooks offers two ways to record sales transactions:
Sales Receipt: Use this when a customer pays at the time of purchase. A sales receipt immediately finalises the transaction and records it in your books. (Note: Sales receipts are not available in QuickBooks Sole Trader.)
Invoice: Use this when a customer will pay later. You create and send an invoice, and then record the payment when it's received.
This article focuses on recording payments after sending an invoice – an important step for linking the payment to the original invoice. Follow the steps below based on the product you are using.
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