How do I record the money paid by credit card to a sales receipt from a QuickBooks link to an existing invoice?

Hello @JulieBH,

To record a payment made by credit card on a sales receipt that’s linked to an existing invoice in QuickBooks, here’s what you can do:

• Open the invoice in QuickBooks.
• Click on "Receive Payment."
• Select the payment method as "Credit Card."
• Ensure the amount matches the payment received online.
• Link the payment to the appropriate invoice.
• Once done, save and close. This will record the credit card payment against the invoice and mark it as paid.

If you’re using QuickBooks Payments, the transaction should automatically sync, but always double-check for accuracy!

Hope this helps!

P.S.: I’m a QuickBooks ProAdvisor with 7+ years of experience. Need help with QuickBooks Bookkeeping?

Google my username, @kabel1657, to see my proven track record!

You can record the payment using either of the transactions you've created, Julie. Allow me to help you with recording the payment.

First, if you want to choose the sales receipt, you can delete the invoice and match it to the downloaded payment under the For review tab.

Here's how:

1. On the left panel of your QBO account, click on Sales.
2. Select Invoices, then locate the invoice you've created.
3. Click the dropdown button under the Action column, then select Delete.
4. After deleting the invoice, go to Transactions.
5. Under the For review tab, find your customers payment.
6. Select the payment and click Match.

Otherwise, you can also record the paid invoice using the Receive payment feature, then match the downloaded transaction to the open invoice. After that, you can delete the sales receipt.

Here's how:

1. Go the +New icon, then select Receive payment.
2. Select the customer on the dropdown button.
3. Tick the invoice that you want to record.
4. Once done, click Save and close.

Additionally, you can refer to this article in customizing your invoices in QBO, allowing you to tailor the appearance and content of your sales forms.  

Feel free to reach out in the Community if you have further questions about recording the payment. I'd be glad to help you anytime.

Thank you so much for the quick reply. Very helpful and I got it resolved.

Julie

Thank you so much for the quick reply. Very helpful and I got it resolved.

Julie

Thank you so much for your response, @JulieBH.

I’m thrilled to hear that you found the information helpful and that you were able to resolve your issue with recording the payment from a credit card to your sales receipt linked to an existing invoice.
 

Your satisfaction is our top priority, and it's always rewarding to know that our guidance made a difference. 

If you ever have any more questions or need assistance with QuickBooks or anything else, please don’t hesitate to reach out. We’re here to help! Thank you again for your kind words, and I wish you continued success in managing your finances.