Receive payment for multiple jobs on one check.How do you post?

JL731 · ‎March 18, 2020

MaryAnn_E · ‎March 18, 2020

Hi there, @JL731.

You'll need to create several receive payment transactions for each customer in a check to pay the outstanding amount. This way, you'll be able to enter all the payments when depositing them so the amount will agree to the total value of the check.

Here’s how:

Go to the Customers menu then choose Receive Payment.
Select the customer's name and enter the amount then Deposit to deposited funds.
When done, choose Save & Close.
Then go to the Banking menu and choose to Make Deposits.
In the Payments to Deposit window, select all the payments to be deposited together and click OK.
In the Make Deposits window, choose the bank in the Deposit to drop-down.
Hit Save & Close.

You may check out these articles for more information on tracking and modifying jobs in QuickBooks.

You can leave a post if you have other questions. I'm always here to help.

View solution in original post

MaryAnn_E · ‎March 18, 2020

Hi there, @JL731.

You'll need to create several receive payment transactions for each customer in a check to pay the outstanding amount. This way, you'll be able to enter all the payments when depositing them so the amount will agree to the total value of the check.

Here’s how:

Go to the Customers menu then choose Receive Payment.
Select the customer's name and enter the amount then Deposit to deposited funds.
When done, choose Save & Close.
Then go to the Banking menu and choose to Make Deposits.
In the Payments to Deposit window, select all the payments to be deposited together and click OK.
In the Make Deposits window, choose the bank in the Deposit to drop-down.
Hit Save & Close.

You may check out these articles for more information on tracking and modifying jobs in QuickBooks.

You can leave a post if you have other questions. I'm always here to help.

ERC2601 · ‎November 25, 2020

Hello,

Create work orders for different items that get repair and they all get their P.O. number, but the company pay every 2 weeks 1 check for muliple work orders. On previous Point of Sales I will filter my open work orders and receive payment for each order and the system would send me back to the list, but POS18 stays at the receipt window. I have to cancel that window. select work order list, filter again for pending po status, select order and collect payment. It seems like a waste of time to go around to work order list everytime, just to select a new work order to collect payment and be sent to the receipt screen. is there a better way?

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Receive payment for multiple jobs on one check.How do you post?