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Level 1

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

 
4 Comments
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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

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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"

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Level 2

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!

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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!

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