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barbara12
Level 1

I have a large invoice, which we are paying in instalments. A payment has come out of the bank and I need to link this to the invoice. How do I do this please?

 
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Best answer February 27, 2020

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GeorgiaC
QuickBooks Team

I have a large invoice, which we are paying in instalments. A payment has come out of the bank and I need to link this to the invoice. How do I do this please?

Hello barbara12, 

 

To do this, go to the invoice and select 'Receive Payment' - on the receive payment screen enter the date and bank account the money was received to, and overwrite the amount received in the 'Amount recieved' box, then save & close. This will record a partial payment against the invoice and reduce the amount of the open invoice balance. You will then see a match to this in the Banking For-Review screen :) 

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2 REPLIES 2
GeorgiaC
QuickBooks Team

I have a large invoice, which we are paying in instalments. A payment has come out of the bank and I need to link this to the invoice. How do I do this please?

Hello barbara12, 

 

To do this, go to the invoice and select 'Receive Payment' - on the receive payment screen enter the date and bank account the money was received to, and overwrite the amount received in the 'Amount recieved' box, then save & close. This will record a partial payment against the invoice and reduce the amount of the open invoice balance. You will then see a match to this in the Banking For-Review screen :) 

paul72
Level 7

I have a large invoice, which we are paying in instalments. A payment has come out of the bank and I need to link this to the invoice. How do I do this please?

Hi @barbara12 

 

As above but Pay Bills to register the payment.

(the invoice you mention is one you've received - a Bill in QB - & the payment is outgoing)

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