Ensure that the payment is linked to the specific invoice, Mathew.
In QuickBooks, if a payment is not properly linked to a specific invoice, the system will not automatically recognize the invoice as paid. This occurs because QuickBooks relies on the connection between payments and invoices to update the invoice status.
To resolve this, you need to manually review and apply the payment to the correct invoice, allowing the system to update the invoice status to paid.
Here’s how:
- Hover over My apps, then Customer Hub.
- Choose Customers.
- Locate and select the Customer.
- Click View/Edit on the payment.
- Deselect the incorrect invoice where the payment was applied, and select the correct invoice where the payment should be applied.
- Click Save and Close.
If you have additional questions, feel free to drop a comment below.
