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SELENEBRANNIN
Level 1

Quickbooks on Line Invoicing

Is there a way to have Quickbooks on line reject an invoice payment if it is short paid. For instance if I invoice $1000 but the client only wants to pay $500 can I make it so QB does not allow the payment?

 

Thank you

Solved
Best answer October 27, 2020

Best Answers
ShiellaGraceA
QuickBooks Team

Quickbooks on Line Invoicing

Thanks for visiting us today, @SELENEBRANNIN.

 

Currently, the option to reject an invoice payment for short/partially paid is unavailable. You'll want to set up a payment reminder for the remaining customer balance as a walk around. Let me walk you through how.

 

  1. Go to the Sales menu, then Invoices.
  2. Find the invoice you'd like to send a reminder for.
  3. From the Receive Payment dropdown, tick Send reminder.
  4. Customize your message and hit Send.

With these steps, you're able to collect your customer's balance. For more information, check out this guide: Automate invoice reminders in QuickBooks Online.

 

In case you need help with other customer-related tasks, click this link to go to our general topics with articles.

 

Feel welcome to message me anytime if you have questions or concerns. I'll be around to assist you every step of the way. Take care and have a great day ahead.

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1 Comment 1
ShiellaGraceA
QuickBooks Team

Quickbooks on Line Invoicing

Thanks for visiting us today, @SELENEBRANNIN.

 

Currently, the option to reject an invoice payment for short/partially paid is unavailable. You'll want to set up a payment reminder for the remaining customer balance as a walk around. Let me walk you through how.

 

  1. Go to the Sales menu, then Invoices.
  2. Find the invoice you'd like to send a reminder for.
  3. From the Receive Payment dropdown, tick Send reminder.
  4. Customize your message and hit Send.

With these steps, you're able to collect your customer's balance. For more information, check out this guide: Automate invoice reminders in QuickBooks Online.

 

In case you need help with other customer-related tasks, click this link to go to our general topics with articles.

 

Feel welcome to message me anytime if you have questions or concerns. I'll be around to assist you every step of the way. Take care and have a great day ahead.

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