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I am not sure who is putting in the invoices or payments not QB.
I get a report from the credit card processor as to what is deposited into QB daily.
After I “add” an amount into QB, I click edit and check all the customers who’s payments are included in the deposit.
my problem is that sometimes all the customers/payments are not listed. I go back to the customer and find either no invoice, no payment or both .
i was told that an invoice doesn’t flow into QB until it is finalized .
It makes no sense that there is nothing to apply the credit card payment to.
So, I have to wait to add the deposit until the invoice is paid in full!?
in desktop version, you can put in a payment even if there is no invoice. Once the invoice gets put in, a credited appears that can be applied.
I'm here to help you enter a payment even without an invoice in QuickBooks Desktop.
QuickBooks Online has the flexibility to enter a payment without an invoice. You will first need to create a credit memo and then apply it to the invoice later on.
Here’s how to create a credit memo:
These articles are a good reference:
Drop a reply below if you need more help about invoices and payments in QuickBooks Online. Have a great rest of your day.