cancel
Showing results for 
Search instead for 
Did you mean: 
mhart1
Level 1

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

 
8 Comments 8
MarshallA
Intuit

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

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

SmallBizOwner75
Level 1

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

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"

rg0056
Level 3

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

First off, I would like to say that the more I learn how to use Quickbooks the more I love it!

 

I do find that I agree with the previous comment of finding the “Clear Payment” button confusing. I thought it meant I was clearing the payment debt from the account and applying payments since it was aligned directly below the section I was marking to receive payment for. Also, for ease of use from a non-trained quickbooks learner, I think placing the words "Receive Payment” / save on the green button below could be very helpful.

 

Thank you for all you do Quickbooks!

JasroV
QuickBooks Team

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

Thanks for using QuickBooks Online (QBO), @rg0056.

 

Your opinion and suggestion matter to us. I'll take note of this and pass it along to our product developer. They are always looking for ways to improve our products that suit our customer's needs.

 

In the meantime, I suggest visiting our QuickBooks Blog page. From there, you'll be updated of any news and updates in QBO.

 

Also, you can check these great resources to learn your way around QuickBooks:

In case you need assistance with your QBO account, you can always contact us anytime. Take care!

Desang Sue
Level 1

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

As a relatively new user, I have to say that I also find Clear Payment totally confusing. I think it's a US/UK thing, over here if we clear payment then it's the same as 'payment received'. The box could say 'amend payment' instead?

BettyJaneB
QuickBooks Team

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

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!

make it user fiendly
Level 1

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

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. 

MaeAnneJ
QuickBooks Team

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

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.
 

Need to get in touch?

Contact us