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Record an invoice payment

by Intuit Updated 3 weeks ago

Learn how to receive payments for an invoice in QuickBooks Desktop.

When a customer pays you for an open invoice, you need to enter the payment in QuickBooks. Recording invoices is part of the Accounts Receivable workflow.

Note: Enter a sales receipt on Windows if your customer paid upfront in full or a payment item if it’s a partial payment only.



Enter a payment from a customer

  1. From the QuickBooks Home page or the Customers menu, select Receive Payment.
  2. In the Received From dropdown, select the customer's name.
  3. Enter the Amount received.
  4. Make sure the date is correct, then choose the Payment method.
  5. Select the invoice or invoices you'd like to pay.
  6. To add a discount or credit, select Discounts and Credits.
  7. Select Save & Close.

By default, payments are deposited to an account named Undeposited Funds. Learn more about Undeposited Funds. Or, learn how to change your default deposit to account.

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