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Pezski
Level 1

Quickbooks is almost becoming unusable. Customers are paying through the invoice, yet that invoice is not closing out in quickbooks and continues to send reminders.

 
4 Comments 4
MaryLandT
Moderator

Quickbooks is almost becoming unusable. Customers are paying through the invoice, yet that invoice is not closing out in quickbooks and continues to send reminders.

I don't want you to feel this way, Pezski.

 

QuickBooks shouldn't send reminders once invoices are paid. However, in your case, the invoice is still open. That's why QuickBooks will send reminders.

 

Are you using QuickBooks Payments? If so, QuickBooks Online will automatically mark the invoice as paid and closed it out.

 

Otherwise, you need to manually record the payment if you receive the payment outside of QuickBooks. That way, the system won't send reminders since you'll close the transaction.

 

Here's how to record the payment.

 

  1. Click + New, then choose Receive payment.
  2. From the Customer drop-down, select the name of the customer.
  3. From the Payment method drop-down, select the payment method.
  4. From the Deposit to drop-down, select the account you put the payment into.
  5. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
  6. Enter the Reference no. and Memo if needed.
  7. Click Save and close.

 

If the steps above don't fix this, it could be a browser-related issue. You can clear the browser's cache and cookies to isolate this. Follow the steps to clear the cache for your browser.

 

After clearing the cache, make sure to restart your browser for changes to take effect. If you're still getting the same results, I recommend contacting our QuickBooks Live Team. They can create a case under your company and check this for you.

 

If you need help with other tasks, feel free to visit our articles from the QuickBooks Online articles list page. They contain helpful guides that can walk you through in managing your transactions, running reports and more. 

 

Keep me posted if you need more help with your invoices. I'll be around to answer your questions.

Pezski
Level 1

Quickbooks is almost becoming unusable. Customers are paying through the invoice, yet that invoice is not closing out in quickbooks and continues to send reminders.

I know how to clear and invoice.  These are invoices paid through the invoice (not outside of it), where QB sometimes closes it out and sometimes doesn’t, very inconsistent.  Then in the meantime, QB sends a reminder to a customer that has already paid the invoice.  I, as the owner, wont know if it’s paid or not yet, because I wont have received any notice (email, or other forms they use) that it’s paid.  So, it stays open until the customer, annoyed by the reminders, textes me and says, “I did pay it on X date”.  

Pezski
Level 1

Quickbooks is almost becoming unusable. Customers are paying through the invoice, yet that invoice is not closing out in quickbooks and continues to send reminders.

I know how to clear and invoice.  These are invoices paid through the invoice (not outside of it), where QB sometimes closes it out and sometimes doesn’t, very inconsistent.  Then in the meantime, QB sends a reminder to a customer that has already paid the invoice.  I, as the owner, wont know if it’s paid or not yet, because I wont have received any notice (email, or other forms they use) that it’s paid.  So, it stays open until the customer, annoyed by the reminders, textes me and says, “I did pay it on X date”.

MariaSoledadG
QuickBooks Team

Quickbooks is almost becoming unusable. Customers are paying through the invoice, yet that invoice is not closing out in quickbooks and continues to send reminders.

Let's make sure invoices closes so you'll receive invoices as paid, Pezski.

 

Normally, invoices should automatically close once paid. Since it remains open and is still sending reminders, I recommend reaching out to our support team so they can investigate further. They have the tools to pull up your account in a more secure environment. Aside from that, they'll be able to double-check if some users are experiencing the same. Here's how to reach them: 

 

  1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
  2. When asked by the bot, enter your concern.
  3. Select I still need a human, then proceed with Contact us or Get help from a human.
  4. Choose either Chat or Callback.

 

Moreover, when you connect to your bank, QuickBooks automatically downloads the latest transactions. To learn more on how to add and match transactions, I've got this article for your guide: Categorize and Match Online Bank Transactions In QuickBooks Online.

 

Reach out to us if you have any concerns with invoices. Remember, we're here to ensure that everything is properly addressed here in the Community.

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