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"

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!

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. 

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?

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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@MariaAlmaT wrote:

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.

 

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

 

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

 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.

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Can a customer split or pay for an ACH bank transfer with multiple bank accounts?

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@MariaAlmaT wrote:

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.

 

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

 

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

 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.

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Can a customer split or pay for an ACH bank transfer with multiple bank accounts?

I know how to handle payments with multiple bank accounts, emericaskate0707.

Yes, it's possible. Your customer can pay for partial payment on an invoice. Then, using the same link, they can process another payment with a different bank account or card.

Since the option to match multiple payments to a single invoice is unavailable. You can exclude the split payment transactions and manually clear the payments from your bank register. I'll show you how.

1. Go to the Accounting menu.
2. Locate your bank account.
3. Click the View register under the Action column.
4. Select the payment transaction.
5. Click the checkmark box until the letter C appears.
6. Once done, hit Save.

I also recommend reconciling your account once a month. This ensures that your QuickBooks account and bank or credit card statement are balanced. Check out this article for more detailed information: Reconcile an account in QuickBooks Online.

You can reply to this post if you need additional questions about banking or payments. I'm always here to guide you.

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@Giovann_G wrote:

I know how to handle payments with multiple bank accounts, emericaskate0707.

 

Yes, it's possible. Your customer can pay for partial payment on an invoice. Then, using the same link, they can process another payment with a different bank account or card.

 

Since the option to match multiple payments to a single invoice is unavailable. You can exclude the split payment transactions and manually clear the payments from your bank register. I'll show you how.

 

1. Go to the Accounting menu.
2. Locate your bank account.
3. Click the View register under the Action column.
4. Select the payment transaction.
5. Click the checkmark box until the letter C appears.
6. Once done, hit Save.

 

I also recommend reconciling your account once a month. This ensures that your QuickBooks account and bank or credit card statement are balanced. Check out this article for more detailed information: Reconcile an account in QuickBooks Online.

 

You can reply to this post if you need additional questions about banking or payments. I'm always here to guide you.

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Is it possible to split an partial payment with more than one bank account from the same customer for an ACH payment while the customer is on the phone?

How would I record his or her invoice?

Thanks for getting back to this thread, @emericaskate0707. Let me clarify things for you about invoice payment in QuickBooks Online.

Yes, it is possible to split a partial payment with more than one bank account from the same customer. Once the payment sync to your bank feeds, you simply find the match then partial payment will be applied automatically. 

Now, to record the invoice, you may follow the steps below:

1. Go to the + New button.
2. Click Invoice.
3. From the Customer ▼ dropdown, choose a customer. Make sure all of their info is correct, especially their email address.
4. Review the Invoice date.
5. From the Product/Service column, select a product or service. 
6. Enter a quantity, rate, and change amount if needed.
7. Once done, click Save and close.
   
   

You can also review this article for more insights: Create and send an invoice. It also includes information on how to review open invoices. 

You can also take advantage of our Progress Invoicing feature. It allows you to split an estimate as many invoices as you need. Instead of asking for full payment, you can invoice customers for partial payments. To get in-depth information about this feature, please see this link: Set up and send progress invoices.

Please know that you can always get back here if you have further questions about handling invoice payments in QuickBooks. I've got your back always. Have a good one.