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Level 1

Marking invoice as paid, but not closed

I have a customer who I created an invoice for. She purchased 15 hours and paid an initial deposit and then later sent me a check for the remaining balance. We have not yet completed the job though. Is there a way to mark the invoice as paid but leave it open until the work is complete? or is there another better way I should be doing this? I've held off on depositing the check until I know how best to proceed. Thanks!

4 Comments
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QuickBooks Team

Marking invoice as paid, but not closed

You’re on the right track, @JC_SOL.

 

You can make and record bank deposits in QuickBooks Online. Then, you’ll want to link the deposit to the open invoice once the job is completed.

 

Here’s how:

 

  1. Select the (+) New.
  2. Choose a Bank Deposit.
  3. From the Account drop-down menu, choose the account you want to deposit the money into.
  4. Select the payments and make sure the total matches your deposit slip.
  5. Click to Save and close.

 

You can refer to this article for further information about the steps: Record and make Bank Deposits in QBO.

 

To connect a deposit to an invoice, please click here.

 

In case you need related topics about managing your QuickBooks account, you can check this article: Help articles.

 

I’m always here if you need more help.

Highlighted
Level 1

Marking invoice as paid, but not closed

Thank you for the reply! That make sense and I'll give it a try. My follow up question though is --is there any way to update the status of the invoice so if the customer looks at it again she can see that I've acknowledged she's paid it? 

Highlighted
Level 1

Marking invoice as paid, but not closed

Thank you for the reply--I'll definitely give that a try. My only other concern though is --is there a way to indicate in some way that, although the invoice isn't closed, it has been paid? I want to acknowledge to my customer, should she review her invoice again, that she's paid. Thank you!

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Moderator

Marking invoice as paid, but not closed

@JC_SOL  I can help answer your question. 

 

If your customer has paid an invoice in full, there isn't a way to keep the invoice marked as open. The complete payment will auto close the invoice as Paid. 

 

A workaround for what you are requesting would be to remove the check payment from the invoice to keep it open. Record the check payment but do not apply it to the invoice until the job is done and you're ready to mark the invoice as Paid. 

 

You can use the Memo section on the invoice to make a note for your customer on what payments have been received towards total invoice amount.

 

Let me know if this helps.

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