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Sales and Payments in QuickBooks
Manage customer records, sales transactions, payments, statements, refunds, and credits.
Manage Payments
Sales Transactions
See what's new with estimates and invoices in QuickBooks Online
Create invoices in QuickBooks Online
Send invoice reminders automatically or manually
Convert an estimate into an invoice in QuickBooks Online
Create and send sales receipts in QuickBooks Online
Create and send estimates in QuickBooks Online
Customize Sales forms
Manage customers
Add and manage customers in QuickBooks Online
Organize or sort customers by type in QuickBooks Online
Merge duplicate customers in QuickBooks Online
Import customers, vendors, and email contacts into QuickBooks
Delete or make a customer inactive in QuickBooks Online
How to add, edit, and manage your customers list
Customer statements
Refunds and credits
Popular Resources
Handle chargebacks and retrieval requests in QuickBooks
When a customer's bank reverses a suspicious transaction, it's called a chargeback. Chargebacks protect customers from losing money to suspicious activity or mistakes.
Funds hold
Find out why your funds are on hold in QuickBooks Payments and what you can do about it.QuickBooks Payments lets you take and process payments in QuickBooks. If you notice a recent payment you accepted is on hold, this doesn't mean there's anything wrong. It means we need to review the payment to make sure everything's alright.Note: If you're new to QuickBooks Payments, the first few payments can take longer to process while we set everything up. Learn how long it takes to get customer payments into your bank account.
Troubleshoot if customers aren't receiving emails from QuickBooks Online
Are your customers not receiving your invoices, sales receipts, estimates, statements, or reports via email? Here are three possible reasons why, and how you can fix the problem.
Fix payment errors when your customers pay invoices online
Learn how to fix payment errors when your customers pay invoices online.
Fix undelivered invoices in QuickBooks Online
Learn how to fix undelivered invoices in QuickBooks Online.
Fix a payment applied to the wrong customer invoice
If you received a payment against the wrong invoice and now want to apply it to the correct one, create a journal entry, then apply the payment to the correct invoice.
Set up Autopay for recurring invoices in QuickBooks Online
Learn how to set up automatic payments for recurring invoices.
How to let customers pay invoices by ACH bank payment for a fee
Learn how your customers can pay invoices by ACH bank payment with a convenience fee in QuickBooks Payments for Online.
Find QuickBooks Payments deposits for a customer
Learn when QuickBooks deposits customer payments into your bank account.
How to take payments from customers using sales receipts on mobile
Simplify getting paid via invoice with QuickBooks Payments.
Understand the difference between invoices, sales receipts, bills, and statements
This article defines an invoice, sales receipt, bill, and statement so you can properly enter these transactions in QuickBooks Online.
How to create multiple invoices in a batch
With QuickBooks Online Advanced, you can speed up your daily bookkeeping and save time by using batch invoicing. You can record multiple invoices at once or make copies of one invoice to send to multiple customers.
Introducing your QuickBooks Online AI Payments Agent
Say hello to your new Payments Agent in QuickBooks Online-your behind-the-scenes superhero for getting paid faster and smoother! Think of it as your business's sidekick that works tirelessly to make sure you never awkwardly chase down payments again. Is there a better way to ensure all your invoice...
Introducing your QuickBooks Online AI Customer Agent
We understand that doing the sales part of business can be extremely draining and time consuming, and the last thing you want to do is sift through hundreds of emails and keep track of conversations. With your new Customer Agent, QuickBooks users can organize, track, view, and follow up with their...
Call Sales: 1-800-365-9606
