Customer paid an invoice by bank transfer but paid in three separate payments. The payments show up in my bank register and have been reconciled invoice shows as unpaid.
Customer paid an invoice by bank transfer but paid in three separate payments. The payments show up in my bank register and have been reconciled invoice shows as unpaid.
I am using quickbooks online, how to correct please.
Customer paid an invoice by bank transfer but paid in three separate payments. The payments show up in my bank register and have been reconciled invoice shows as unpaid.
Thanks Jim1954, please select 'receive payment' on the invoice and the unapplied deposit payments should then show under 'credits', where you can tick to apply to the invoice payments. If the total amount of the transactions in the bank feed is the same, you can then exclude these (tick the check box to the left of the transaction in the for review tab > exclude).
Customer paid an invoice by bank transfer but paid in three separate payments. The payments show up in my bank register and have been reconciled invoice shows as unpaid.
Hello Jim1954, thanks for posting on the Community page, if you got into that invoice and click receive payment this will then change the invoice from unpaid to paid and you can on the banking page then match the payments to the invoice.
Customer paid an invoice by bank transfer but paid in three separate payments. The payments show up in my bank register and have been reconciled invoice shows as unpaid.
Unfortunatey I have tried that solution but it duplicates the deposits in my Bank. It seems that the deposits need linking to the invoice.
Customer paid an invoice by bank transfer but paid in three separate payments. The payments show up in my bank register and have been reconciled invoice shows as unpaid.
Hi Jim1954 As the original payments have been reconciled you'll not be able to match the payments, as you've discovered, to those that are appearing on your bank statements. Are the payments that are reconciled and should be attached to the invoice showing as deposits?
Customer paid an invoice by bank transfer but paid in three separate payments. The payments show up in my bank register and have been reconciled invoice shows as unpaid.
Hi yes the payments are recorded as deposits to Debtors
Customer paid an invoice by bank transfer but paid in three separate payments. The payments show up in my bank register and have been reconciled invoice shows as unpaid.
Thanks Jim1954, please select 'receive payment' on the invoice and the unapplied deposit payments should then show under 'credits', where you can tick to apply to the invoice payments. If the total amount of the transactions in the bank feed is the same, you can then exclude these (tick the check box to the left of the transaction in the for review tab > exclude).
Customer paid an invoice by bank transfer but paid in three separate payments. The payments show up in my bank register and have been reconciled invoice shows as unpaid.
I think I had the payments recorded under the wrong account, moved from sales to debtors and then the above solution worked.
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