How do I match sales receipts to invoices? Many match but others are paid less discount and or retention.

hi

The best way is to post the receipt to correct invoice, directly through the customers account. That way, you will have the receipt recorded and it will match to the bank transaction.

Thanks

Sindy 

Are you asking about the built in sales receipt and invoice?

If so you do not use both for the same sale, a sales receipt is only used when you get paid immediately, otherwise use an invoice and receive payment against the invoice.

I am very new to requesting e-payment with our customers, and I like it really well.

I agree with posting payment against the corresponding invoice.

We send an invoice to the customer and create a payment link in QBO,

when a customer makes an e-payment it generates a sales receipt and I am unable to apply this to the open invoice.    (I am thinking this should work a bit like vendor credits with vendor payments)

The only way I can apply the sales receipt is to create a new invoice through the +NEW icon on the home page.  this would leave my original invoice unpaid. 

PS.  I have done my research and what I find does NOT WORK!

Please do not send an answer unless you have tried it and it works!

thank you.  

Sincerely,

Ms. Looking for the right answer in Mansfield, OH. 

Brenda, unless you are posting from Mansfield, UK, which I don't think you are. I think you should go try the USA community board :D

We appreciate you reaching out today, Firstclassbrenda. Allow me to share insights on how receiving invoice payments works in QuickBooks Online.

Beforehand, it seems like you've posted your concern from the United Kingdom (UK) Community forum, I'd gladly route and welcome you to share your questions through the United States (US) Community board. You can always ask and start a discussion from there, and we'll be available 24/7 to provide the assistance you need.

If you're using QuickBooks Payments, managing invoices paid from your customers through e-payment links, payments will usually float to the merchant services and mark the invoices as paid. This process doesn't require generating sales receipts since this will eventually correspond to the original invoice. You'll want to take and receive the invoice payments paid from your customer to ensure invoicing records are entered in your QuickBooks account and to make your sales transactions accurate.

However, if you're using other e-payment services or third-party providers, mapping these payments to your invoices may be their usual processing. I'd suggest reaching out to them to seek proper assistance on why these payments generate sales receipts and will require you to create a separate invoice. 

Moreover, you'll want to run specific reports to see your sales and inventory status in your account. It contains detailed information to help you review your business finances and sales data.

If you need additional assistance in recording invoice payments, we'll keep this thread open so you can leave a reply in the comments below. We'll ensure to get you covered. Keep safe and have a good one!