Matching multiple part payments to one invoice in QB

Hi Lee,
 

Thank you for reaching out regarding the issue you're facing with matching two part payments to one invoice in QuickBooks.
 

This happens because QuickBooks flags the transaction when one of the individual payments is smaller than the total invoice amount, or the amount doesn’t match the bank transaction amount.
 

Please note that you cannot directly match both payments into a single invoice through bank transactions or directly link both bank transactions to one invoice. You will need to manually match each bank transaction to the invoice accordingly.
 

You have two ways to do this:
 

first, Unlink the partial payment and match the two downloaded bank transactions to the same invoice. Here's how:
 

1. Open the customer's profile.
2. Locate the payment made to that invoice.
3. Click each payment, select the More button, and hit Delete.
4. Return to the Bank Transactions tab, then under the For Review tab, click each payment transaction one by one.
5. Select Find Match, choose the same invoice showing the total amount of both bank payment transaction. Hit Match to link both transaction to one invoice

Second, If the partial payment was already recorded, match the downloaded partial payment to the same partial payment, and match the new payment to settle the outstanding balance against the open invoice.
 

1. In the Bank Transactions tab, then under the For Review tab, click each payment transaction one by one.
2. Match the first partial payment amount to the same bank transaction amount,
3. Then link the new payment to settle the remaining balance on the same invoice.
    

Please leave us a response if you have other questions or concerns.

Thanks for trying to help, but this just doesn't work.

I should point out that the payments made to me were made by Bank Transfer, rather than directly through the payment link on the original invoice sent - these therefore do not need to be deleted in the customer's profile to start with.

When selecting the first partial payment within "Bank Transactions", I have to expand the payment details to hit Match. Once I do this, it brings up the invoice (with the higher total value). I select the partial payment and hit Match and this is when the original error I described is shown. This does the same regardless of which partial payment I try to match first.

Help!

We appreciate you adding more details about your concern, Lee.

To address this issue, we can use the Receive Payment option to record the invoice payment and match it properly. 

Here's how:

1. Navigate to the + Create menu and select Receive Payment.
2. Select the specific customer and choose the related invoice.
3. Enter the amount of the first payment you received, and ensure the Deposit To account aligns with the account displayed in the Bank Feed.
4. Verify that the Payment Date matches the date shown in the Bank Feed.
5. Click Save and Close to finish.
   
   
   
   
6. Repeat these steps for the second payment.

Once completed, we can match each partial payment from your bank transactions and link them to the corresponding payments you manually created.

If you have additional questions or clarifications, you can add a comment below. We're here to assist you.