Anonymous
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May 16, 2019
07:53 PM
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Sales & Customers
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:
- Select the Plus icon (+) from the top right menu
- Under Customers, select Receive Payment
- Select the customer that paid you from the drop-down menu
- A list of the unpaid invoices will be now visible under Outstanding Transactions
- 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)
- 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.