Payment receipt

Let me elaborate on some details on how you can correctly record these transactions, Matjlg.

Instead of entering a check for a transaction, you'll want to record a deposit stating the total amount of the multiple invoices. Then go to the Receive Payment choose Check and match the invoices and deposit. But before that, let's delete the check first. To do so, follow the steps below:

1. Go to the Expenses menu, then select for the check to delete.
2. Under the Action column, click the dropdown arrow, then choose Delete.
   

Once done, create a deposit with the total amount of the payment.

1. Click + New.
2. Select Bank deposit.
3. Enter the necessary information.
4. Click Save and close.

Next, receive the payment by following these steps:

1. Click + New.
2. Under the Customer name, make sure to enter the correct customer name.
3. Under the Payment method, choose Check.
4. Under Outstanding Transactions, select the invoices, then under Credits select the Deposit. 
5. Click Save and close.
   

Please know that even if only one invoice is created, this is only to show how the deposit and invoice show up on the Receive Payment page.

Moreover, learn how QuickBooks categorizes and matches transactions once downloaded. To know more, consider checking this article for more details: Categorize Online Bank Transactions In QuickBooks Online.

Let me know if you have any other concerns when receiving payments. The Community is always here to assist you.

Thank you for your reply however that didnt really answer my question. 

When I match the invoices to check payment and then I want to send a payment receipt to my customer it only shows the date of the invoice and the total of the invoice but it does not reflect the invoice number.

I have attached a picture below of my issue. 

Hi Matjlg,

Thank you for adding a screenshot. It gives me a clearer representation of your concerns.

As of now, sending a customer receipt that includes the invoice number is unavailable in QuickBooks Online. I can see that this idea would have a great impact on easily managing your customer transactions. With that, I suggest sharing a proposal with our developer's team. Here's how:

1. Click the Gear icon.
2. Under PROFILE, select Feedback.
3. Enter a few words to describe your suggestion.
4. Click Next.

Furthermore, I've added here an article that has detailed information about managing customer payments: Record invoice payment.

Keep me posted whenever you have concerns about managing customer transactions.

I'm a bookkeeper and I have the same problem, but only on some customer files. The answer that this is not available is nonsense, this is an issue that needs to be fixed. A payment receipt with no invoice numbers is not useful, and this is a basic accounting function. On top of that, it worked fine on all my files until about a year ago, and still works correctly on some of them. Sample attached.

Also, telling your customers to suggest feedback themselves is insulting. It's not our job to improve your software, it's yours.

I understand that displaying the invoice number on payment receipts is important to you, @DynamiteBooks. Let me explain further about this issue.

We've received several reports of invoice numbers not showing on payment receipts when they're printed or viewed in PDF format. To address this, I recommend contacting our Customer Support Team so they can add you to the list of affected users. This way, you'll be informed of any updates on the issue and when it will be resolved.

Here's how to contact us:

1. Go to the Help menu and select the Search tab.
2. Then, click Contact Us.
3. Then, enter a brief description of your concern and select Continue.
4. Lastly, choose either Start a Chat or Get a Callback to start connecting with them.

Moreover, I've added an article that'll help you personalize the appearance and layout of sales forms so you can add the information that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.

Let me know whenever you have additional questions about managing your payment receipts or other QuickBooks-related concerns. I'll be more than willing to assist you further.

I have been using QBO and the invoice numbers would always appear and still do on older QBO accounts it seems. I purchased new accounts last year and these will not show the invoice numbers. So to be clear it not a feature that QBO is not offering. Its a basic feature that is not working properly.  Is there an option for reports to show the application of payment amounts against outstanding invoice balances?

It's good to see you here in the Community, @JGiraldez.We appreciate you choosing QuickBooks Online (QBO) to assist you in managing your business operations. 

We recognize the importance of efficiently utilizing the program without any difficulties. Occasionally, QuickBooks may exhibit unusual behavior due to browser-related issues. In such cases, you can resolve the problem by following some basic troubleshooting procedures.

Let's start by accessing your account using a private browser. This doesn't save your site data and visited pages. You can press the following keys to access this mode:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + H

If it works in incognito, you'll have to clear the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. If the steps above don't work, use another supported browser as an alternative solution.

For the report showing the application of payment amounts against outstanding invoice balances, you can run the invoice and receive payment.

Here's how: 

1. Go to the Reports tab.
2. Enter and select Invoices and Received Payments.
3. Click the Customize button.
4. On the Row/Column section, select Num and Amount.
5. Once done, hit the Run Report.

For additional guidance in running reports in QBO, please visit this article: Run reports in QuickBooks Online. 

Additionally, check out these articles to learn more about how to manage your invoice payments and other sales forms:

• Customize invoices, estimates, and sales receipts in QuickBooks Online.
• Record invoice payments in QuickBooks Online.

Let me know whenever you have additional questions about managing invoices or other QuickBooks-related concerns. I'll be more than willing to assist you further.