I have some invoices that are for jobs under a customer. When I try to receive the payment it doesn't show up under that job, just that Customer. What did I do wrong and how do I correct it?
It's nice to see you again in the Community, @HeiCon.
Thanks for providing a screenshot. I noticed that you selected the customer on the Received From drop-down. This will show all the open invoice(s) for that customer. To correct this, try choosing the specific job instead.
Here are some sample screenshots for your guide.
After that, click Save & Close to complete the process. For additional information, consider checking out this article: Record a payment for an invoice.
That should do the trick! Keep me updated on how everything goes or if you need further assistance. I'll be here to help. Have a good day.
Thank you, but did you see the screen shots I attached? Although the invoice is entered under the job, when I go in to accept payment, it is not under the job, only under the customer.
Thanks for getting back to us, HeiCon.
Let me help you further regarding accepting payment for a specific job in QuickBooks Desktop.
I appreciate the screenshot you've provided above. To better isolate the issue, you may want to delete and re-create the invoice.
After deleting and re-creating the invoice for that specific job, you can accept the payment through the Receive Payments option in the job's invoice screen.
If you're still getting the same issue, let's try to verify and rebuild your data. The data verification process in QuickBooks is a tool that examines the health of your QuickBooks company data file.
To Verify Data:
To Rebuild Data:
You can check out these recommended articles for more details:
This should get everything back in working order. Please let me know if you need more help with receiving customer's payment in QuickBooks Desktop.