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How can I match the split payment received with the open invoices? Once I split the payment the invoices has still shown as "make payment"

 
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Best answer 12-13-2018

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QuickBooks Team

Re: How can I match the split payment received with the open invoices? Once I split the payment t...

Thanks for the quick response, @sabrinasfaraujo.

 

I appreciate you clarifying your issue. I have some information to add to detail the steps in matching split payments to the open invoices.

 

For online payments, you can only apply one bank transaction to multiple invoices. There's not a way to match split bank payments to a single invoice.

 

If this is your case, just exclude the split transactions and manually clear the payments from the register. To close the invoices, follow the detailed steps below:

 

You'll need to use the Receive Payments to pay the invoices.Receive payment.PNG

 

Then, make a split payments through the Bank Deposit window.Split Bank deposits.PNG

 

Go to the Accounting tab and manually clear the bank deposit transactions from the account register.

Clear transaction.PNG  With this information, you should be able to close invoices with the split payment transactions. Let me know how this goes after following the steps above. If you have other questions, don't hesitate to leave a comment below. I'd be glad to answer.

5 Comments
QuickBooks Team

Re: How can I match the split payment received with the open invoices? Once I split the payment t...

Hello there, @sabrinasfaraujo.

 

Welcome to the Community. I can help you match the payments to close the open invoices. Since it's showing "Make Payment" most likely the split payment wasn't successfully linked.

 

Please follow these steps to resolve:

  1. Click Sales.
  2. Choose the Invoices tab.
  3. Look for the invoice.
  4. Under the Action column, click Receive payment.
  5. Fill out the necessary information.
  6. Click Save and Close.

For additional information, you can refer to this article: Record customer payment in QuickBooks Online.

 

There you go. Don't hesitate to add a comment if you have other questions about invoices and payments. Have a good one!

Not applicable

Re: How can I match the split payment received with the open invoices? Once I split the payment t...

 

Wondering if I have to match my received and afterwards “make the payment” in every single customers, even though I have had split the payment as I received. Not sure if there are 2 different and separated process. I've just split what I received when I went to check and my invoices were still opened. 

 

 

QuickBooks Team

Re: How can I match the split payment received with the open invoices? Once I split the payment t...

Thanks for the quick response, @sabrinasfaraujo.

 

I appreciate you clarifying your issue. I have some information to add to detail the steps in matching split payments to the open invoices.

 

For online payments, you can only apply one bank transaction to multiple invoices. There's not a way to match split bank payments to a single invoice.

 

If this is your case, just exclude the split transactions and manually clear the payments from the register. To close the invoices, follow the detailed steps below:

 

You'll need to use the Receive Payments to pay the invoices.Receive payment.PNG

 

Then, make a split payments through the Bank Deposit window.Split Bank deposits.PNG

 

Go to the Accounting tab and manually clear the bank deposit transactions from the account register.

Clear transaction.PNG  With this information, you should be able to close invoices with the split payment transactions. Let me know how this goes after following the steps above. If you have other questions, don't hesitate to leave a comment below. I'd be glad to answer.

Not applicable

Re: How can I match the split payment received with the open invoices? Once I split the payment t...

I tried this exact thing on my Quickbooks Online. I excluded the payments, then manually cleared them in the register. I went into the invoice and received payment.

 

This completely changes my Profit and Loss Report. It does not recognize the payments at all. 

 

Can you please help?

Moderator

Re: How can I match the split payment received with the open invoices? Once I split the payment t...

Good to see you here in the Community, jessejtodd.

You've got me here today to share some information about the Profit and Loss report in QuickBooks Online.

 

When you receive payment from a customer that only affects Accounts Receivable and your bank account. With invoices and received payments, the revenue information is contained in the invoice.

 

Often the expectation is that the Profit and Loss report will reflect payments, but that isn't usually the case when the income or expense is recognized.

 

You can get more details in this article: Why are my income and expense transactions missing from my Profit and Loss report?

 

As always, you can reach out to our QuickBooks Online Support if you need help in the future.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

If you require more information about matching spit payments and Profit and Loss report in QuickBooks Online, please let me know. I'm here to help.

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