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Community Explorer **

Automatic Mark As Paid

Apologise in advance if this has been asked already, but I am new to this.

 

Is there a way that invoices are automatically marked as paid when the client makes the payment through the link you have sent them?  I still find I am having to go into my bank account and add everything up to make sure I have been paid, I use multiple invoices for the client and not one large invoice as projects take different time scales.

 

Thanks in advance,

Stu

3 REPLIES 3
QuickBooks Team

Re: Automatic Mark As Paid

Hi Stu

 

You will have to manually mark the invoices paid, either manually via the receive payment option within the invoice or via the banking page.

Community Explorer **

Re: Automatic Mark As Paid

Hi John,

Thanks for your quick reply.

 

Is there a reason behind this? As I was hoping that Quickbooks would take away the adding up multiple invoice payments to see if they amount to the lump some being paid into my account.

 

Thanks again,

Stu

QuickBooks Team

Re: Automatic Mark As Paid


Hi Stu

 

I believe the reasoning is to ensure that the payments are alocated correctly especially when customers such as yourself receive one large payment from one customer that has to be allocated over several invoices.