QBO - Marking Customer Invoice as Paid

It's great to have you here, @ASK81.

Let's make sure you're able to record customer payments in the program. If you use an external platform to process payments, you can keep track of those payments in QuickBooks by manually recording the payments.

Here's how:

1. Press + New, then select Receive payment.
2. Add the customer name in the Customer dropdown.
3. Fill out the Payment method.
   
4. From the Deposit to dropdown, select the account you put the payment into. Tip: You can put the money directly into an account, like your chequing account, or select Undeposited Funds if you need to group the payment with others.
5. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment on.
6. Add a Reference no. or Memo if needed. This is optional.
7. When you're done, select Save and close.

Check out this link to know more about how to record invoice payments manually.

Let me know if this helps or if you need further insights about applying customer payments. I'll be on standby here to further assist you. Have an awesome day!

I somehow don't have the option "+New" on the left side panel.

Am I not setup correctly? I am self employed but I didn't use the Quickbooks Self Employed option, I used the QBO option because I don't need a business registration number. 

Hi ASK81,

Thanks for getting back to us here.  The process in QuickBooks Self-Employed is slightly different than other QuickBooks products.  If you use QuickBooks Payments the invoice will automatically be processed.  However, if you need to manually mark the invoice as paid, follow these steps;

1. Open Invoices and locate the invoice

2. Select the ▼ dropdown menu in the Action column

3. Hit Mark as paid. 

If you're on a web browser, select Send to provide your customer a copy of their paid invoice, or select Email if you're on the mobile app.

Here's a helpful guide for your reference.

Feel free to reach back out if you have other questions.  We'd love to help!

You are all great at responding!

I don't have that arrow to show a drop-down menu in the action column. And I thought to myself, this should be so easy but it's not showing up. 

Any other option? 

Hi ASK81,

It's important that you're able to accomplish your QuickBooks goals in a timely fashion. As mentioned above, follow the steps to locate the invoice to be marked as paid, you'll scroll to the bottom of the invoice and select Edit work Info.  If you require additional assistance, please don't hesitate to contact QuickBooks Self-Employed support.  They'll have the ability to take a look into your account and ensure you're back to business as soon as possible.

Let us know if you have other questions.  We're always happy to assist!