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E-Invoice customer

Client has some payments that came in - the payments went to the customer 'E-Invoice customer' because they came in with the individual's name and not the company.

 

How can we change the customer from E-Invoice to the correct customer so that we can apply the payment?

3 Comments
Moderator

Re: E-Invoice customer

Thank you for joining us here in the Community, @tjr2jtr2.

 

I can help you change and correct the customer for E-Invoice so that we can apply the payment.

 

On the Record Merchant Service Deposits window, you should be able to click the name within the payment & edit the name. After that, click Apply Payment so it applies to the invoice that's in the system.

 

 

That should be enough information to answer your question.

 

Let me know if you have other questions about Merchant Services or QuickBooks. You can always add a comment below. Have a wonderful day.

Established Member

Re: E-Invoice customer

I have a payment that has already settled and cannot change the "record merchant service deposits" to match the correct customer.  Basically my customer paid a split paid an invoice and Quickbooks setup a new customer called e-invoice customer.  How can i change the payment so that it applies to the correct invoice?

 

thank you.

QuickBooks Team

Re: E-Invoice customer

Thanks for joining the thread, AqualogicPools.

 

I'm glad you brought this to my attention. I can get you pointed in the right direction for changing the customer so you'll be able to apply the payment to the correct invoice.

 

While I may not be able to make the changes for you here in the public Community forum, I'd recommend you get in touch with our Merchant Services Team. They have the necessary resources to pull up your account and trace the payment in a safe environment. Once they found it, they'll help you change the customer and even walk you through the steps on how to apply the payment to the invoice.

 

Let me know how it goes, I want to make sure this is taken care of. Thanks for dropping by the Community, I'll be looking forward to your response.