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Level 1

I am trying to match a payment to various invoices but the invoice list only shows invoices up to 01/11/19. I have changed the date range but still nothing?

 
4 REPLIES 4
QuickBooks Team

Re: I am trying to match a payment to various invoices but the invoice list only shows invoices u...

Hey accounts173,

 

 

Thanks for your post - is the invoice that you are trying to match payment to open?

 

 

Level 1

Re: I am trying to match a payment to various invoices but the invoice list only shows invoices u...

Hi, The payment received is for about 20 different invoices. They are all on the list of invoices apart from one which is dated 05/11/19

Level 4

Re: I am trying to match a payment to various invoices but the invoice list only shows invoices u...

Are you sure that the 5th Nov invoice is entered for the correct customer?

Has it already been marked paid by mistake?

 

Try this...

View the 5th Nov invoice (as though you were editing it).

In the top right corner you should have Balance Due & Receive Payment.

Click Receive Payment to go to the payment entry screen - this should give all open invoices for that customer, including the 5th Nov one.

QuickBooks Team

Re: I am trying to match a payment to various invoices but the invoice list only shows invoices u...

Thanks for clarifying.

 

The banking feature is designed to search for amounts within a range, if the invoice amount is too small in comparison to the payment then the system will not recognise this as an available match. 

 

Can I verify if you are attempting to match to a payment made to cover bills or payment recieved on customer invoices?