Pleased to see you here, @annette.sales. Welcome to the Community! I'd be delighted to share some steps on how you can use multiple payment methods in receiving payments in QuickBooks Online. You can accept and record multiple ways in receiving partial payments from your customer. However, you have to apply it one at a time. Here's how:Go to Sales.Choose Invoices tab.Look for the open invoice.Click Receive Payment on the Actions column. Choose the Payment Method.Enter the specific partial amount to be paid on the invoice. Put a check mark on the Invoice to be paid.Click Save and Close. Just repeat the same process in applying the rest of the partial payments using different methods. That should do it! Don't hesitate to visit us here in the Community if you have other questions about receiving payments in QuickBooks Online. I'm always here to help.

Question

How do I apply multiple payment methods to "receive Payment"? ie, partial payment in cash, partial on credit card, sometime on two cards, etc?

Forum|Forum|7 years ago
March 13, 2019
29 replies
207 views

No text available

QuickBooks Online

IamjuViel

Level 8

Pleased to see you here, @annette.sales.

Welcome to the Community! I'd be delighted to share some steps on how you can use multiple payment methods in receiving payments in QuickBooks Online.

You can accept and record multiple ways in receiving partial payments from your customer. However, you have to apply it one at a time. Here's how:

Go to Sales.
Choose Invoices tab.
Look for the open invoice.
Click Receive Payment on the Actions column.
Choose the Payment Method.
Enter the specific partial amount to be paid on the invoice.
Put a check mark on the Invoice to be paid.
Click Save and Close.
Just repeat the same process in applying the rest of the partial payments using different methods.

That should do it! Don't hesitate to visit us here in the Community if you have other questions about receiving payments in QuickBooks Online. I'm always here to help.

A

akpowell

Hi @IamjuViel

I'd like to create a sales receipt instead of an invoice for a customer who paid for goods and services which totalled $140. $100 was paid in cash. $40 by CC. Would it be a similar concept?

The reason I'm considering sales receipt is that the customer paid at time of service and no invoice was issued.

I'd be grateful for a step by step breakdown when you get a moment.

Many thanks!

J

Joseph_A

I'm confused. I am a retail store and people pay on the spot. I use Square as my POS, and a sales receipt is automatically generated in Quickbooks when the two systems sync.

I had a customer buy several items which were all taxable, and a discount was also applied. Then he paid partially in cash and partially with a credit card. Are you suggesting that I create two new receipts - one for the cash payment and one for the credit card payment, and then delete the one that already exists? With the taxes and discounts, how do I get one receipt add up to exactly the cash value and the other one the exact credit card value? This just sounds awfully complicated, or maybe I'm over-thinking it.

You can associate multiple payment methods and don't have to create multiple invoices, @TabbyTree.

Create partial payments of the invoice and use the correct payment methods.

Here's how to do it:

Open the invoice, then click the Receive payment button.
In the Receive Payment window, enter the Payment Date, the Reference no. and the Deposit to account.
Select the Payment method you want to use, then mark the invoice you want to pay under the Outstanding Transactions section.
Enter the amount the customer paid using the payment method in the PAYMENT field and make sure it matches the Amount received field.
Click Save and new. You'll still be in the Receive Payment window.
Select the Customer and repeat steps 2-7.
Make sure you select the correct Payment method.

Learn when and how to give a credit memo or delayed credit to customers in QuickBooks Online: Create and apply credit memos or delayed credits in QuickBooks Online.

It would be my pleasure helping you further if you have additional concerns about invoices. Take care and have a great day!

Y

yasbas

It is more than 3 years since this query was raised and still QB have done nothing.

Furthermore the responses you get from the moderators are robotic completely ignoring the original question.

In pure plain simple english it is very clear that 'Sales receipts' cannot accept 2 different methods of payments. Therefore the only workable solution is to create an 'Invoice' and then post post after the invoice has been created.

As others have indicated this is another example of a no-brainer function that should be implemented.

I know, I sound very frustrated - because I am! - the potential for QBO is there but there are ZERO technicians working on anything to continously improve this program. The amount of issues I've raised/reported/provided feedback and nada, zero, nothing.

It's clear, accept the product as it is or move on to others like Odoo, Sage etc

Fiat Lux - ASIA

Level 14

Consider having a 3rd party merchant service with such feature to integrate with QB Online and QB Desktop.

L

LazerPrint

Hmm. Adding cost to the accounting software stack in order to resolve a basic functionality issue does not seem an appropriate solution. Any other ideas?

I already spend a lot of money on this forced-down-my-throat software and am not looking to have yet another thing to learn how to record in QB.

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