Question

Is there a way to post multiple payments by sorting the open invoices by invoice #?

Forum|Forum|7 years ago
February 19, 2019
9 replies
89 views

No text available

QuickBooks Online

Angelyn_T

Moderator

Hi there, @pbranch.

It's nice to have you here in the Community. I'm here to help post multiple payments and sort the open invoices by invoice number.

If you're receiving the payment under the Sales Transactions page, you can go to the Number column and make sure that the arrow beside NO. is pointing upward to sort the invoice by the invoice number accordingly.

However, if you're receiving the payment under the Receive Payment page, you'll need to select a customer and put a check-mark on the invoices marked to be paid.

To learn more about receiving payments in QuickBooks Online (QBO), you may check this tutorial: Receive Payments in QuickBooks.

Let me know if you have any other questions about invoices and payments, I'm always here to help you. Wishing you continued success!

B

BOberlander

@Angelyn_T I think you missed the original question.

Is there a way to sort the Receive Payments screen by invoice # so it's easier to select multiple invoice #'s when receiving a payment?

Angelyn_T

Moderator

Thank you for joining the thread, @BOberlander.

I'd be glad to help share information about the invoices in the Receive Payment screen.

When receiving the payment of your invoices in QuickBooks Online (QBO), you have the option to filter the invoice you want to pay clicking the arrow beside Filter. If you wish to pay invoices on a certain date/period, you can filter the dates from there.

On the other hand, invoices on the Receive Payment screen are arranged according to their due dates. You can sort the screen by invoice number as long as their due dates are also arranged accordingly.

You're always welcome to post again if you have any other receive payments concerns. I'll be right here to assist you!

S

Secelia

I use quickbooks Desktop Pro 2018 and I need to sort by invoice number when receiving payments, but the screens are different. How can I sort my edition?

JessT

Moderator

I'll be happy to share how you can get a sorted list to guide you, Secelia.

By default, QuickBooks will sort the invoices by date. Then, the invoices with the same dates are arranged based on the creation time. Example: If invoice #2 was created first before invoice #1, invoice #2 will be on the top of the list.

At the moment, we're unable to sort the invoices on the Receive Payment page. However, you can run a quick report and sort the transactions by Num, so you'll have a guide which invoices to select first.

Let me know if you have additional questions about the arrangement of your invoices.

S

Secelia

Not want I wanted to hear, please make this feature available on the next update or version, I'm sure I'm not the only one who has a big problem with this. Thanks

@JessT wrote:
I'll be happy to share how you can get a sorted list to guide you, Secelia.

By default, QuickBooks will sort the invoices by date. Then, the invoices with the same dates are arranged based on the creation time. Example: If invoice #2 was created first before invoice #1, invoice #2 will be on the top of the list.

At the moment, we're unable to sort the invoices on the Receive Payment page. However, you can run a quick report and sort the transactions by Num, so you'll have a guide which invoices to select first.

Let me know if you have additional questions about the arrangement of your invoices.

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