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sicambrian
October 1, 2021
Question

Save and Close button

  • October 1, 2021
  • 3 replies
  • 61 views

The Save and Close button (when processing payments under Receive Payments) no longer stays set when processing payments. It always reverts to the Save and Send option now. Can this be fixed?

3 replies

Mark_RModerator
Moderator
October 1, 2021

Hello there, @sicambrian.

 

Let's get the Save and close option to be the default when receiving payments in QuickBooks Online (QBO).

 

QuickBooks will automatically set the option to default once you've selected it after saving the transaction. That said, you'll need to change the option from Save and send to Save and close when receiving the payment. This way, the Save and close option will default the next time you'll process payment.

 

To learn more about receiving payments, you can check out this article: Record invoice payments in QuickBooks Online.

 

As always, feel free to visit our QuickBooks Community help website for QuickBooks Online if you need tips and related articles in the future.

 

I'm still open to your replies if you have clarification about receiving payments. Have a great day ahead!

sicambrianAuthor
October 1, 2021

That's the way it use to work but it stopped defaulting. It always reverts to Save and Send now. This is also happening with our smaller business account as well. Typically issues occur with our older main account but not with the newer one. 

AlcaeusF
AlcaeusF
Level 14
October 1, 2021

Hi @sicambrian,

 

I appreciate you for getting back to us here in the Community. I'm here to provide some clarification about QuickBooks Online's capability.

 

The system no longer defaults to the Save and Close option when receiving payment through an invoice. As a workaround, I recommend clicking + New in the upper-left corner and selecting Receive payment under Customers (see screenshot below). This method defaults to the option you want regardless of using the Save and send feature.

 

 

For additional reference, you can use the following article to re-apply payments that were applied to the incorrect invoice in QuickBooks: Resolve common issues when applying a payment towards an invoice.

 

Drop me a comment below if you need more assistance with recording customer payments. I'll be happy to help you some more.

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