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Level 1

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

 
17 Comments
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QuickBooks Team

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

Pleased to see you here, @annette.sales.

 

Welcome to the Community! I'd be delighted to share some steps on how you can use multiple payment methods in receiving payments in QuickBooks Online.

 

You can accept and record multiple ways in receiving partial payments from your customer. However, you have to apply it one at a time. Here's how:

  1. Go to Sales.
  2. Choose Invoices tab.
  3. Look for the open invoice.
  4. Click Receive Payment on the Actions column. 
  5. Choose the Payment Method.
  6. Enter the specific partial amount to be paid on the invoice. 
  7. Put a check mark on the Invoice to be paid.
  8. Click Save and Close. 
  9. Just repeat the same process in applying the rest of the partial payments using different methods.

 

That should do it! Don't hesitate to visit us here in the Community if you have other questions about receiving payments in QuickBooks Online. I'm always here to help.

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Level 2

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

Hi @IamjuViel

I'd like to create a sales receipt instead of an invoice for a customer who paid for goods and services which totalled $140.  $100 was paid in cash. $40 by CC.  Would it be a similar concept?

 

The reason I'm considering sales receipt is that the customer paid at time of service and no invoice was issued.

 

I'd be grateful for a step by step breakdown when you get a moment.

 

Many thanks!

Highlighted
QuickBooks Team

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

Glad to have you here, @akpowell!

 

You'll have to create two separate sales receipts with different amounts and payment methods. I can walk you through on how to achieve this.

 

  1. Click the Plus Icon (+).
  2. Choose Sales Receipt.
  3. Enter the name of the Customer.
  4. Choose Cash in the Payment Method drop-down.
  5. Type the payment details.
  6. Click Save and New.

Once completed, create the second sales receipt for the same customer. Just make sure to select Credit Card as the payment method.

 

You can check this short video clip for additional insights:

Also, I've attached these articles to learn more:

Always feel free to visit me here in the Community if you have other questions. I'm always here to help.

Highlighted
Level 1

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

I still create an invoice and apply two payments for the time of payment so that there's only one transaction number in the sequence and not two. So, create an invoice, then apply the first payment type, and then the second. You don't have to send them an invoice but it's easier than creating two receipts, for me. 

 

 


@akpowell wrote:

Hi @IamjuViel

I'd like to create a sales receipt instead of an invoice for a customer who paid for goods and services which totalled $140.  $100 was paid in cash. $40 by CC.  Would it be a similar concept?

 

The reason I'm considering sales receipt is that the customer paid at time of service and no invoice was issued.

 

I'd be grateful for a step by step breakdown when you get a moment.

 

Many thanks!


 

Highlighted
Level 1

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

Quickbooks should revisit this, it should be as simple as going to the grocery store and paying part of the transaction with cash and the rest with a card. It should always be done in one transaction for proper book keeping. 

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Level 14

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

@yenizfit 

Explore the invoicing feature in this app. You may find something useful.

http://get.practiceignition.com/quickbooks

 

Hope it helps. 

Highlighted
Moderator

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

Hi @yenizfit,

 

Thank you for bringing this up again.  I can certainly see how being able to apply multiple payments at once would be helpful in terms of bookkeeping.  I will certainly pass along the feedback so our teams know this is something customers are requesting.

 

thanks,

Lucas

Highlighted
Level 1

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

This has still not been fixed. I have a customer who would like to pay for my services with 2 different cards. I have tried to figure out how to do this and have even been on the phone with customer service for an hour. NO ONE CAN FIGURE IT OUT. Why is this such a hard demand? Do I have to create 2 invoices now? I am super frustrated with quickbooks for not making this a no brainer.

Highlighted
Moderator

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

Hello there, allisenanne.

 

You don't have to create multiple invoices just to associate multiple payment methods. Instead, you can create partial payments of the invoice and use the correct payment methods. Here's how to do it:

  1. Open the invoice you want to pay and click the Receive payment button.
  2.  In the Receive Payment window, enter the Payment date, the Reference no., and the Deposit to account.
  3. Select the Payment method you want to use.
  4. Mark the invoice you want to pay under the Outstanding Transactions section.
  5. Enter the amount the customer paid using the payment method in the PAYMENT field.
  6. Make sure it matches the Amount received field.
  7. Click Save and new. You'll still be in the Receive Payment window.
  8. Select the Customer and repeat steps 2-7.
  9. Make sure you select the correct Payment method.

Here are some links that you can use for reference: 

Feel free to get back to us if you need further assistance in paying the invoices. Have a great day!

Highlighted
Level 1

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

This doesn't work because I want to send the customer the invoice so that they can use their cards to pay. I want to do this BEFORE they pay.

Highlighted
Moderator

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

Hello there, allisenanne.

 

Your customers can create partial payment using the invoice you've sent to them. Once they partially paid the invoice, they can close and reopen the same link. Then, they can pay it again using a different payment method.

 

Ask your customer to do the following steps: 

  1. Open the invoice link they received.
  2. Go to the Payment Amount line and select the Pencil icon.
  3. Enter the amount you wish to pay.
  4. Complete the payment fields.
  5. Select Pay.
  6. Close the page and follow steps 1-5 to use a different payment method.

Make sure you have connected your QuickBooks Payments account so your customer's can pay it on their end. You can use these links for reference:

We got you if you have additional questions. Have a great day!

Highlighted
Level 1

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

I'm confused. I am a retail store and people pay on the spot. I use Square as my POS, and a sales receipt is automatically generated in Quickbooks when the two systems sync. 

 

I had a customer buy several items which were all taxable, and a discount was also applied. Then he paid partially in cash and partially with a credit card. Are you suggesting that I create two new receipts - one for the cash payment and one for the credit card payment, and then delete the one that already exists? With the taxes and discounts, how do I get one receipt add up to exactly the cash value and the other one the exact credit card value? This just sounds awfully complicated, or maybe I'm over-thinking it. 

Highlighted
QuickBooks Team

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

You can associate multiple payment methods and don't have to create multiple invoices, @TabbyTree.

 

Create partial payments of the invoice and use the correct payment methods.

 

Here's how to do it:

  1. Open the invoice, then click the Receive payment button.
  2.  In the Receive Payment window, enter the Payment Date, the Reference no. and the Deposit to account.
  3. Select the Payment method you want to use, then mark the invoice you want to pay under the Outstanding Transactions section.
  4. Enter the amount the customer paid using the payment method in the PAYMENT field and make sure it matches the Amount received field.
  5. Click Save and new. You'll still be in the Receive Payment window.
  6. Select the Customer and repeat steps 2-7.
  7. Make sure you select the correct Payment method.

Learn when and how to give a credit memo or delayed credit to customers in QuickBooks Online: Create and apply credit memos or delayed credits in QuickBooks Online.

 

It would be my pleasure helping you further if you have additional concerns about invoices. Take care and have a great day!

Highlighted
Level 1

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

Thank you, but I am not using invoices. This is for a sales receipt. 

Highlighted
QuickBooks Team

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

Thanks for coming back to this thread, TabbyTree.

 

Since you're using sales receipts, you can create two separate transactions for the cash and credit card payment. However,  we're unable to add up or combine these receipts. Before diving in, let's delete the original receipt first to avoid duplicates.

 

  1. Select Sales from the sidebar menu
  2. Go to the All Sales tab.
  3. Locate the appropriate sales receipt.
  4. In the Action column, choose Delete from the drop-down arrow.

Once done, it's time to create the two sales receipts. Just make sure to select the appropriate payment method so you can easily identify the transactions.

 

If you really want to combine and associate multiple payment methods to a single transaction, you'll want to consider using an invoice instead of a sales receipt. Feel free to follow the steps and instructions provided by my colleague, Joseph_A.

 

With QuickBooks Online, you can also personalize the sales receipts and invoices so your customer will recognize your brand.

 

Do you have any other questions in mind? You can leave them below and I'll get back to you as soon as I can. Have a great rest of the day.

Highlighted
Level 1

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

Thanks for this! I called your support phone number and was told there was absolutely no way to do this. Might want to provide a bit more training :) 

 

I am hoping she was wrong about the other thing I asked about it (I take pre-orders on inventory that has not yet landed. Need a way to have customers pay as pre-orde rbut not take from inventory that has yet to arrive) 

Highlighted
QuickBooks Team

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

I appreciate you for sharing your experience, @LynnB1.

 

Part of our task is to make sure we can assist our customers properly in a manner that your experience is marked as outstanding. That being said, let me share some information on how you can track your customer's pre-payments in QuickBooks.

 

First, you'd want to create a liability account to track the prepayment amount. Let me show you how: 

  1. Go to the Gear icon at the top.
  2. Under Your Company, choose Chart of Accounts.
  3. Select New.
  4. In the Account Type drop-down, choose Other Current Liabilities.
  5. In the Detail Type drop-down, select Trust Accounts - Liabilities.
  6. Enter the account’s name or leave the account name as is.
  7. Click on Save and Close.  undefined

Then, create a retainer item you can use to receive the deposit or retainer from your customer. Here's how:

  1. Go to the Gear icon at the top.
  2. Choose Products and Services.
  3. Hit New.
  4. Select Service from the Product/Service Information.
  5. Add the service item.
  6. From the Income Account drop-down, choose Trust Liability Account.
  7. Lastly, click Save and close.undefined

Once completed, you can start with invoicing the customer for the initial payment. Just a heads up, the amount of the invoice is not income. It will show as a liability on the balance sheet since the transaction is not yet complete to earn the revenue. Once you start creating the actual invoice, make sure to enter the Customer Deposit. You can read through this article for more detailed instructions: Record customer's deposit.

 

Lastly, I'd recommend consulting your accountant so you'd be guided to see if they have a preferred method of recording these transactions.

 

Let me know if you have follow-up questions about customer prepayments and I'd be glad to clear things up for you.

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