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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
    MAnneJ
    January 17, 2024

    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. 


    Hello there. 

     

    I understand how you would want to change the clear payment function based on your business preference. However, this function isn't available in QuickBooks Online (QBO). Please be informed that our Product Engineers are continually developing features to assist our customers. This said, I'd recommend sending feedback so they can consider this in future enhancement. 

     

    Here's how: 

     

    1. Gear ⚙️ icon, select Feedback under PROFILE. 
    2. Enter your comments and product suggestions and click Next to submit.

    Also, please know that future releases will still have to undergo several verifications before being implemented to ensure they're fully functional. 

    Additionally, allow me to add this article you can refer on how to check deposits customer payments in QBO: Find out when QuickBooks Payments deposits customer payments.

     

    Feel free to reply to the thread if you need additional assistance managing your invoice payments in QuickBooks Online. I'll be here, 24/7. Keep safe.
     

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