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Receive an invoice payment using the QuickBooks Online mobile app

by Intuit Updated 2 days ago

We'll show you how to use the QuickBooks mobile app to receive an invoice payment from your mobile device.

Receive invoice payments with Apple mobile devices

Receive invoice payments with Android mobile devices

For Android version 29.7.0:

  1. Tap on the Menu , then tap on the ALL tab.
  2. Select Receive payments. The Invoice Payments screen appears and shows the list of paid invoices.
  3. Tap on the plus + icon.
    1. Tap on the Customers tab to find the customers with open balances.
    2. Tap on the Open Invoices tab to find the invoices that are open or partially-paid.
  4. Select the customer who paid you. The “Edit or add invoices” screen appears.
  5. Select the checkbox for the invoice that the customer paid, then select Next.
  6. Tap on Record payment.
  7. Select the payment method from the Payment method ▼ dropdown. Tap on Save.
  8. Tap on Record payment to save the invoice payment.
    Note: A credit appears when you enter a payment amount and don’t select a transaction.

For Android versions earlier than 29.7.0:

  1. Tap on the Menu ☰, then tap on the ALL tab.
  2. Select Receive payments, then tap on the plus + icon. 
  3. A pop-up window appears on the "New receive payment" screen.
  4. Select Next, then select a tab from the window that appears. 
  5. Tap on Record payment, then select a tab from the window that appears.
  6. Tap on the plus + icon.
    1. Select the customer who paid you.
    2. You can also tap the search icon, then enter the customer's name.         
  7. Select the payment method from “How did you pay? (Required)”.
  8. Enter the payment amount received in the Amount.
    • The payment amount you enter applies first to the oldest open invoice.
    • You can enter different amounts for any open invoice or select the checkboxes to display their balances.
    • If the payment is more than the total of open invoices, the Unapplied amount appears.
  9. Tap on Save.

iPhone

  1. Select Menu ☰. Then select the All tab.
  2. Select Invoice Payments.
  3. Select the customer who paid you.
  4. Select Edit ✎, then add payment details.
    • The payment amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on.
    • You can enter different amounts for any open invoices. Or choose the radio buttons to quickly auto-fill the balance due amounts.
    • If the payment amount exceeds all of the open invoice balances, the Unapplied Amount is shown at the bottom of the page.
  5. When you're done, select Save.

iPad

  1. From the Menu ☰, select Sales.
  2. Select +.
  3. Select Invoice Payment.
  4. Select the customer who paid you.
  5. Select Edit ✎, then add payment details.
    • The payment amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on.
    • You can enter different amounts for any open invoices. Or choose the radio buttons to quickly auto-fill the balance due amounts.
    • If the payment amount exceeds all of the open invoice balances, the Unapplied Amount is shown at the bottom of the page.
  6. When you're done, select Save.

Android

  1. Select Menu ☰. Then select the All tab.
  2. Select Invoice Payments.
  3. Select the Plus + icon.
  4. Select Record payment.
  5. In the Customer field, select the Plus + icon. Then choose the customer you’re adding a payment for and the customer’s open invoices will display.
  6. Tap on the Method field and select the payment method (skip this step if you don’t see the Method field).
  7. In the Amount field, enter the amount of the payment you’re receiving.
    • The payment amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on.
    • You can enter different amounts for any open invoices. Or select the checkboxes to quickly auto-fill the balance due amounts.
    • If the payment amount exceeds all of the open invoice balances, the Unapplied Amount is shown at the bottom of the page.
  8. When you're done, select Save.
QuickBooks Online App for AndroidQuickBooks Online App for iOS

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