Apply Customer Invoice Payments in QuickBooks Online

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Applying Customer Payments in QuickBooks Online

If you are invoicing your clients in QuickBooks, you need to know how to apply the payments you receive against the open invoices.

To apply a client payment to an invoice in QuickBooks Online:

  1. Click on the quick create (plus sign) in the upper right corner of the screen.
  2. Click on receive payment under the column called members.
  3. Enter the details:
    1. Customer name
    2. Payment date
    3. Payment method
    4. Reference number (check number if paid by check)
    5. Deposit to the checking account where the funds are going  
    6. Amount received (how much was paid, not how much was owed)
    7. Check the boxes for the invoices that were paid
    8. Enter the payment amount that was paid toward each invoice
    9. Click save and new (or save and close) in the lower right corner

Click here to download these instructions as a PDF

Click here for a link to the QuickBooks Online sample file / sandbox

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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