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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"

    D
    Desang Sue
    July 1, 2020

    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.

     

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


    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?

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