I am very new to requesting e-payment with our customers, and I like it really well.
I agree with posting payment against the corresponding invoice.
We send an invoice to the customer and create a payment link in QBO,
when a customer makes an e-payment it generates a sales receipt and I am unable to apply this to the open invoice. (I am thinking this should work a bit like vendor credits with vendor payments)
The only way I can apply the sales receipt is to create a new invoice through the +NEW icon on the home page. this would leave my original invoice unpaid.
PS. I have done my research and what I find does NOT WORK!
Please do not send an answer unless you have tried it and it works!
thank you.
Sincerely,
Ms. Looking for the right answer in Mansfield, OH.
