Thanks for reaching out to the QuickBooks Community, @ACM2024.
I hope you're having a great day so far.
To clarify, are your customers paying via the payment link sent from the invoice? If so, are you manually recording the payment in QuickBooks as well? Or could it be that your customers are paying directly to your bank account and the payments are automatically downloaded into your bank register then, from there, are you marking the invoices as paid?
In the case that your customers are paying via the payment link sent from the invoice, please know there is no need to manually close your invoices when using the Payment Link option. Once the payment is processed and the money goes through, the system will automatically mark the corresponding invoice as Paid.
To avoid duplicate income entries, you will need to delete the Received Payment transactions you manually entered for the invoices. By removing these duplicate transactions, you can ensure that your records accurately reflect the payments received through the Payment Link.
To delete:
- On the Receive Payment page, select More, then choose Delete.
In the case that your customers are paying directly to your bank account, you'll need to undo the downloaded payment to bring it back to the Banking page. Then, match it to the manually added payment instead of matching it to the invoice. This will help ensure that the payment is correctly linked to the invoice and avoid the duplication in your bank transactions.
To do this, you can follow these steps:
- Go to the Transactions menu.
- Click the Bank transactions tab and select the bank tile in question.
- Locate the downloaded payment transaction in the Categorized tab that is causing the duplication.
- Select Undo or remove the match for this transaction.
- Then, manually match it to the corresponding invoice payment within QuickBooks.
If neither of these scenarios are causing your issue please let me know by including as many details as possible. This way, I can help narrow down the issue and provide the best solution
I'll be sure to keep an eye out for your reply. Don't hesitate to let me know if there is anything else I can assist you with. Chat with you soon!
