Hi,
I added in some old invoices to give to a client from 05 April 23 until now. I pressed "Mark as Paid" but its shown its all paid on todays date. I have tried to change it to the date I actually was paid, but I cannot find out how. Can anyone help me please?
Hello CoreMediaDesignUK, welcome to the Quickbooks Community page, if you click on the invoice in question and then click on 1 payment top right-hand corner>click on the date>this will then open up the receive payment page, if you click on the box that says payment date it should allow you to enter in the date the payment was for> then click save and close bottom right. Please get back to us if you still have any issues.
Hi, it wont give me this option.
Hi CoreMediaDesignsUK, thanks for getting back to us here
Are you accessing QuickBooks on the app or web version (via a browser) and are you using QuickBooks Online or QuickBooks Self-Employed?
Online and Self-employed
Thanks CoreMediaDesignsUK, the steps provided above are for QuickBooks Online (web version).
In QuickBooks Self-Employed, there isn't an option to record a payment date. When you record a payment on the Invoices page, this will reflect the date that you clicked Mark as paid in QuickBooks.
Please note, the Invoices are non-posting in QB SE, meaning any payment received from the invoice should be entered separately on the Transactions page and categorised as Business income, where you can enter the date.
If you have any further queries on recording invoices and payments in QuickBooks, please don't hesitate to reach back out!
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