I actually sent them an invoice outside of quickbooks, so I don't know if I can actually assign their payment to match an invoice number. What I'd like to accomplish is when I see a credit of say $10k, I can assign that amount to a project/client so it can help track my profitability on the current project. Thank you so much for your help!
I'm curious how to I assign a payment from a client after I sent them an invoice.
Hello there, daniel-hoythouse.
You might want to record the invoice you sent outside QuickBooks into the system. Once you receive the customer's actual payment, you can also pay that invoice using the Receive Payment option that was shared by my colleague.
If your bank is connected in QuickBooks Online, you can match it to the payment you've recorded earlier. For more details, feel free to check these references that were also provided by MirriamM: