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tinap1
Level 1

Cannot receive the entire payment

I'm having an issue with posting a payment received from a customer and I'm hoping someone can help.

 

I issued an invoice to a customer and have received a check for the full payment.  However, when I go to "Receive Payments" and enter the amount of the check received, QB is only applying a portion of the payment.  I don't have any credits or discounts for this customer. 

 

So the Invoice is for $623.50, the "Payment Received" amount is $623.50, but the "applied amount" on the invoice shows as $523.50.  So now the invoice shows a balance due of $100, but when I look in the Customer Center under the customer's name, the A/R amount is 0.  I am baffled!  Any help given would be greatly appreciated!

Solved
Best answer June 02, 2020

Best Answers
Rose-A
Moderator

Cannot receive the entire payment

Good to hear from you today, tinap1.

 

To post and receive the entire invoice payment amount, you might want to delete and recreate the payment transaction. Let me show you how.

 

To delete the payment:

 

  1. Locate and open the invoice.
  2. On the invoice screen, press CTRL + H on your keyboard altogether.
  3. Under Transaction History - Invoice window, double-click the Payment to open the transaction.
  4. Click Delete and hit OK.
  5. Click Save & Close.

Once deleted, let's receive the payment again. Here's how:

 

  1. Click Customers at the top menu bar and choose Receive Payments.
  2. Select a customer.
  3. Ensure that the applied amount is correct.
  4. Hit Save & Close.

To help guide you more in receiving and recording invoice payments in QuickBooks, you can go through these articles:

 

Record an invoice payment

Deposit payments into the Undeposited Funds account in QuickBooks Desktop

 

If there's anything else I can help you with, please let me know. I'd be more than willing to lend you a hand.

View solution in original post

1 Comment
Rose-A
Moderator

Cannot receive the entire payment

Good to hear from you today, tinap1.

 

To post and receive the entire invoice payment amount, you might want to delete and recreate the payment transaction. Let me show you how.

 

To delete the payment:

 

  1. Locate and open the invoice.
  2. On the invoice screen, press CTRL + H on your keyboard altogether.
  3. Under Transaction History - Invoice window, double-click the Payment to open the transaction.
  4. Click Delete and hit OK.
  5. Click Save & Close.

Once deleted, let's receive the payment again. Here's how:

 

  1. Click Customers at the top menu bar and choose Receive Payments.
  2. Select a customer.
  3. Ensure that the applied amount is correct.
  4. Hit Save & Close.

To help guide you more in receiving and recording invoice payments in QuickBooks, you can go through these articles:

 

Record an invoice payment

Deposit payments into the Undeposited Funds account in QuickBooks Desktop

 

If there's anything else I can help you with, please let me know. I'd be more than willing to lend you a hand.

View solution in original post

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