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When a customer pays with a credit card, how do I credit his balance he owes, do I manually do this, like a check?

 
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When a customer pays with a credit card, how do I credit his balance he owes, do I manually do this, like a check?

Hey there, @cchekaa. Glad to have you here.

 

The best method to record customer payments in QuickBooks Online is to create an Invoice and record a payment to the Invoice. Follow the steps below and you'll be a pro in no time.

 

  1. Go to + New, then Invoice.
  2. Choose your customer from the drop-down menu at the top.
  3. Fill out the remaining details of your Invoice, including Invoice date and Due date.
  4. Now fill out your line items with the details of the services or products provided to the customer, as shown below.
  5. Hit Save and send or Save and close.
  6. Navigate to + New, then Receive payment.
  7. Choose your Customer using the drop-down at the top. Any outstanding Invoices will be displayed in the bottom section.
  8. Make sure you choose a Payment method and what account the payment is being deposited to.
  9. Under Outstanding Transactions, tick the box next to the Invoice you just created.
  10. Enter the payment amount to the right and click Save and new or Save and close.

 

That's it! You've just recorded your customer's payment using an invoice.

 

I notice you're new here in the Community, so I'd like to provide you with an additional resource. I recommend checking out our video tutorials on QuickBooks Online, as it's full of useful information and will help you get the most out of the product.

 

Just let me know if you have any other questions and I'll be happy to answer them. I look forward to seeing you again here in the Community!

 

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