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L
lindak1119
Level 7
December 4, 2018
Question

When I use the Receive Payment function do click on clear payment before I save? How is this used properly?

  • December 4, 2018
  • 1 reply
  • 12 views
No text available

1 reply

M
mazar
Level 6
December 4, 2018

Hello,

 

The Clear Payment button will remove any check marks from the selected invoices and reset the form back to when you first brought it up.

 

When bringing up the screen, select the customer you received a payment from.  QB will then bring up any open invoices you have for them.  Place a check mark in the box for any invoices you want to apply the payment to.   By default, QB will apply payment to full open balance of invoice.  If it's a partial payment, you can adjust the payment amount per invoice.

 

Near the top select where to put the payment. (Undeposited funds or a bank account) and then click one of the green buttons at the bottom right. Save and New or Save and Close.

 

Here is the full article on this.

https://quickbooks.intuit.com/community/Payments/How-to-record-a-customer-payment/m-p/186418

S
SmallBizOwner75
February 11, 2020

This is very confusing, Quickbooks.

 

It should be changed to say say "clear checkmarks" or "clear form"

 

"Clear payment" could easily be confused to also mean "receive payment." Similar to a check "clearing"

    M
    make it user fiendly
    January 17, 2024

    Hi there @Desang Sue.

     

    I appreciate you for sharing your thoughts here in the Community.

     

    I hear you and realize the importance of renaming the Clear Payment button when receiving payments in QuickBooks Online. 

     

    Please know that our developers are continuously finding and considering new functions to be added to the system. We're committed to developing simple, intuitive software that includes features based on the preferences that we've received.

     

    You may visit our QuickBooks Online blog site regularly, to stay in the loop with our recent happenings including product enhancements. 

     

    Lastly, I'm adding here some links that you can scan through about the different ways of recording customers payments in QuickBooks Online and on how the program works:

    Know that I got your back if you have any other concerns. I'll make sure you're all set. Have a great day!


    Its 2024 and quickbooks still has not renamed the "clear payment" button. It is still confusing millions of people and the suggestions don't matter to quickbooks. 

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