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Issue Applying Partial Payment from a Bank Transaction to an Open Invoice

I am having an issue trying to apply a partial payment from a bank transaction to an open invoice.  The payment (in U.S. dollars) is being uploaded from a checking account.  When I try to match it to the open invoice (which is in EUROs) the system is changing the exchange rate to force it to be a payment in full.  How do I get around this so I can apply it as a partial payment?

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Issue Applying Partial Payment from a Bank Transaction to an Open Invoice

Hi @booksmiths74,

 

I'd be happy to help with applying this correctly!  

 

First, you will want to manually record the partial payment to the invoice.  You don't want to process the payment again, just record it.

 

Then, when you go to your banking, you should be able to match the payment from your banking to the recorded payment in QBO.

 

Let me know if that works or if you still run into trouble.

 

Thanks,

Lucas

 

 

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