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Hi,
I am new to QBO so apologies.
I am reconciling the first bank import. I have a card payment from a customer, this customer paid in a single payment for 1 main account invoice and 1 sub-account invoice £220. The main account invoice was £120 and sub-account £100.
When I go to receive payment I get this message:
Thanks for coming to the Community for help, @Rafiq.
I appreciate you providing detailed information about your concern. There are two possible reasons why the error message shows up:
Let’s verify the setting by going to the Customer Information window of the sub-customer. Here’s how:
See the article What does the bill with parent feature let you do on invoices? for more information.
Now let’s go back and perform the steps to apply the card payment. Choose the parent customer on the drop-down for both main and second invoice to appear on your end. Mark the box next to them and save the transaction.
Check out this article for the detailed steps: Record a customer payment.
Reach out to me if you have any additional concerns. I'm always here to help. Have a good one!
Hi,
Sub customer setup is correct.
I don't know if I can allocate the payment to the customer and its' sub-customer on the same payment screen.
I did two receive payment transactions and on the banking screen, added both transactions to the payment and then matched.
Hi Rafiq
Just to confirm from the last comment you posted have you then been able to receive the payment and match it in the banking section now?If you are in the sub customer receiving the payment and it is billed with parent then it should also impact the customer parent balance.
Yes, the parent balance is 0 and it matched as I did 2 payment receive transactions.
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