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

 
3 Comments
QuickBooks Team

Re: How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, pa...

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.

Frequent Explorer *

Re: How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, pa...

Hi @juVielL

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!

QuickBooks Team

Re: How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, pa...

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.