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ChiColorLabel
Level 3

Mark Invoices Paid with CC as Paid without Processing Credit Card

We use a Wordpress plugin (MyWorks) on our website to sync sales orders with Quickbooks. Customers are paying for those orders at the time they place the order. We then generate an invoice for those sales orders so we can record the sale to the GL. 

 

Since they were already paid on our website, we need to mark those invoices as paid but do not want to process their credit card again to do so. How do we mark those invoices as paid without processing their credit card again?

 

We have the option to sync Sales Receipts instead of Sales Orders from Wordpress to Quickbooks, but this is not an option because customers are able to place orders with a PO on our website, so those would legitimately need an invoice created since they are being paid at a later date.

3 Comments 3
BigRedConsulting
Community Champion

Mark Invoices Paid with CC as Paid without Processing Credit Card

To do this, record a Payment transaction against the invoice and pick one of the CC payment methods.

 

If you don't have the Intuit merchant service, it just like picking check or cash as the payment method. If you do have it, then de-select the "Process Payment" check-box at the top of the Receive Payments window to avoid processing the payment.

ChiColorLabel
Level 3

Mark Invoices Paid with CC as Paid without Processing Credit Card

Thanks!

 

The "Process Payment" option is only active after clicking the "Credit Card" button and the Intuit Merchant Service window tries to connect and presents the credit card information screen. I assume we simply cancel out of that window (without entering any credit care info), deselect the "Process Payment" option and then save the payment. are those the correct steps?

BigRedConsulting
Community Champion

Mark Invoices Paid with CC as Paid without Processing Credit Card

Yes, de-select the process payment option - either before or after QB tries to connect.

 

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