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R_Crane
Level 3

Manually Receive Payment on QuickBooks Payment-Credit Card

Hi,

 

I recently sent a customer an invoice that he paid via QuickBooks Payments-Credit Card.  While the payment cleared my bank, the payment was not reflected on the invoice.  The invoice does match in my banking feed.  It just shows up as an open invoice.

 

I am attempting to manually record the payment in the QuickBooks invoice.  On the Receive Payment button I selected QuickBooks Payments-Credit Card as the payment method.  Since the customer has already paid, I unchecked the box Process credit card.  Now I’m asked where to deposit the funds.  Should these funds be deposited to Undeposited Funds or Credit Card Receivables?

 

Thank you.

Solved
Best answer August 21, 2020

Best Answers
JessT
QuickBooks Team

Manually Receive Payment on QuickBooks Payment-Credit Card

Hello R_Crane!

 

Thank you for taking the time to post today. I'm happy to know that you got a payment from your customer. Let's get into the invoice.

 

Normally, your invoice will automatically update as paid when you receive a credit card payment. Please contact our Support team if this happens again. That way, they can check it in the system and investigate it further.

 

On the other hand, since your invoice matches the transaction on the Banking page, you can just click on the Match option to close the invoice. If you want to do the other way, you can create a receive a payment transaction and select the bank account, where the money is transferred to, in the Deposit to field. 

 

See also about QuickBooks Payments FAQs.

 

I'm just here if you need further assistance. More power to your business and stay safe.

View solution in original post

1 Comment
JessT
QuickBooks Team

Manually Receive Payment on QuickBooks Payment-Credit Card

Hello R_Crane!

 

Thank you for taking the time to post today. I'm happy to know that you got a payment from your customer. Let's get into the invoice.

 

Normally, your invoice will automatically update as paid when you receive a credit card payment. Please contact our Support team if this happens again. That way, they can check it in the system and investigate it further.

 

On the other hand, since your invoice matches the transaction on the Banking page, you can just click on the Match option to close the invoice. If you want to do the other way, you can create a receive a payment transaction and select the bank account, where the money is transferred to, in the Deposit to field. 

 

See also about QuickBooks Payments FAQs.

 

I'm just here if you need further assistance. More power to your business and stay safe.

View solution in original post

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