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Level 1

Split payments for an invoice.

I have a couple customers that paid me through another online payment website. I transferred the payment into my bank account, but the site lumps the sum of all the payments into the account. Now, I need to receive payment on Quickbooks and link the existing invoices to their payment in my bank account. But how do I do that if I have three invoices but only one payment?

Solved
Best answer 06-18-2018

Accepted Solutions
Moderator

Re: Split payments for an invoice.

Hello there, acepoolandspa.

 

Let's get your transactions recorded in QuickBooks Online. We can create a lump sum deposit for multiple invoices payments. We just need to make sure the Deposit to field is set to Undeposited Funds when paying the invoices. Let me show you how:

 

1. At the top, click the Create menu (+) and select Receive Payment.

2. Select the customer name and enter the Payment date.

3. Enter Undeposited Funds in the Deposit to field.

4. Select the invoice you want to pay, and click Save and close.

5. Do this to the other invoices you want to include to the deposit.

 

After paying the invoices, we can now create a lump sum deposit:

 

1. At the top, click the Create menu (+) and select Bank Deposit.

2. Select the bank account in the Account field.

3. Enter the deposit date.

4. Under the Select the payments included in this deposit section, select the invoice payments.

5. Make sure the total deposit amount and the amount you received matched.

6. Click Save and close.

 

Feel free to leave a reply if you need anything.

View solution in original post

3 REPLIES 3
Moderator

Re: Split payments for an invoice.

Hello there, acepoolandspa.

 

Let's get your transactions recorded in QuickBooks Online. We can create a lump sum deposit for multiple invoices payments. We just need to make sure the Deposit to field is set to Undeposited Funds when paying the invoices. Let me show you how:

 

1. At the top, click the Create menu (+) and select Receive Payment.

2. Select the customer name and enter the Payment date.

3. Enter Undeposited Funds in the Deposit to field.

4. Select the invoice you want to pay, and click Save and close.

5. Do this to the other invoices you want to include to the deposit.

 

After paying the invoices, we can now create a lump sum deposit:

 

1. At the top, click the Create menu (+) and select Bank Deposit.

2. Select the bank account in the Account field.

3. Enter the deposit date.

4. Under the Select the payments included in this deposit section, select the invoice payments.

5. Make sure the total deposit amount and the amount you received matched.

6. Click Save and close.

 

Feel free to leave a reply if you need anything.

View solution in original post

Level 1

Re: Split payments for an invoice.

This doesn't really help with my scenario, I've sent an estimate to the customer for a total amount what I now want to do is convert it to an invoice and send it to the customer requesting the deposit amount and showing what the outstanding balance will be. is there a way to do the? 

QuickBooks Team

Re: Split payments for an invoice.

Hello Blogan72

 

We have seen your other post on the community regarding this and have replied to you this morning on what options that may be possible any questions you can reply here or on the other post.

 

Emma