My invoice aren’t being updated to paid after the customer has paid. It stays on viewed

Hi there. You need to manually record the payment in QuickBooks to close the invoice, as the status does not automatically switch to "Paid" when a customer views the email or sends a bank transfer. QuickBooks requires you to "link" the money to the specific invoice to ensure your income is accurately tracked.

Until this payment is recorded, the invoice remains open on your reports and task list. You can record either a full or partial payment, depending on what you received. To record a payment for an invoice, here's how:

For cash payments from customers:

1. Go to Get paid and select Invoices.
2. Locate the unpaid invoice and click Record Payment under the Action column.
3. From the Deposited to dropdown, select Cash.
4. In the Amount field, enter the amount your customer paid. This can be a full or partial payment.
5. In the Payment date field, select the date your customer paid you. Note: You can't select a date before the Invoice date or in the future.
6. Select Save.

For payments that customers link from a bank:

1. Go to Get paid and select Invoices.
2. Find the unpaid invoice and select Record payment.
3. From the Deposited to dropdown, select the account you put the payment into.
4. In the Amount field, enter the amount your customer paid. This can be a full or partial payment.
5. In the Payment date field, select the date your customer paid you.
6. Select Save.

Once saved, the invoice status will instantly change to a green Paid status. This clears the entry from your "Money In" list and ensures your tax summary correctly reflects the collected income. For more details on maintaining accurate records, you can visit the guide on how to record invoice payments in QuickBooks.

Let me know if you need further assistance! We're here to help.