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Payments: Receiving a payment

When a customer pays an invoice or a statement you've sent them, record the payment in QuickBooks with Customers > Receive Payments.

video Watch a video on how to receive a payment.

Tip: There are times when a customer pays when you shouldn't use Receive Payments, such as when the customer pays in full at the time of the sale. Enter a sales receipt instead. Or when you receive a partial payment at the time you write an invoice, enter a payment item on the invoice.

To receive a payment:
  1. Choose Customers > Receive Payments. How do I use this form?

    Note: You can also receive payments using the Customer Center and Transaction Center.

  2. To receive a new payment, click the "Create an Payment" on the left panel or click the + at the bottom of the list. To edit an payment, select a payment in the list on the left panel and edit the information.
  3. Select or enter the information at the top of the Payments window:
  4. Select the outstanding invoices and charges you're receiving the payment for by clicking in the column on the far left. A check will appear next to the invoice or charge. You can double-click any invoice or charge to open and make changes.
  5. Choose how you want to deposit customer payments.
  6. (Optional) Change how QuickBooks applies the payment.
  7. (Optional) Enter a note about the transaction here. Your note will appear on reports that include this transaction.
  8. Click Save.
To process a customer's debit or credit card:

If you have an Intuit Merchant Services account, you can process your customer's credit or debit card on the Receive Payments window.

  1. Be sure you select a credit card for the Payment Type.
  2. Be sure the “Process credit card” checkbox is selected.
  3. Enter the card information. More detail
  4. Click OK.

You'll see a confirmation when the transaction is complete.

Other things to know about receiving payments: