If a customer pays two payments separately how do you match this to an invoive?

We'll guide you through linking two separate payments to an invoice in QuickBooks Online, Paul.

When you receive the payments, record them individually and select the Undeposited Funds/Payments to deposit account as the deposit to account for both payments.

Here’s the process for recording the payments:

1. Open the invoice and click Receive Payment.
2. Enter the first payment amount (e.g.,100) and choose Undeposited Funds/Payments to deposit as the deposit account.
3. Repeat the process for the second payment (e.g.,50), also selecting Undeposited Funds/Payments to deposit.
   
   

Next, we'll match these payments to your bank feed transactions based on how they were deposited into your actual bank account:

Scenario 1:

If the payments were deposited individually (e.g., your bank feed shows two separate deposits, 100 and 50), match each deposit directly to the corresponding payment linked to the invoice.

Scenario 2:

If the two payments were combined into a single lump-sum deposit (150 reflected in the bank feed), use the Bank Deposit feature to group the payments.

Here's how:

1. Go to + New, then select Bank Deposit.
2. Choose the account where the lump sum was deposited.
3. Select both payments (100 and 50) and save the deposit.
4. Match this combined deposit to the corresponding bank feed entry.
   
   

For further guidance on matching your transactions, refer to this article: Match your bank and credit card transactions.

Let us know if you have further questions or concerns. Just leave a comment below.

Hi @paulmuscat73 ,

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