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.
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.
- Choose Customers > Receive Payments.
How do I use this form?
Note: You can also receive payments using the Customer Center and Transaction Center.
- 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.
- Select or enter the information at the top of the Payments window:
- 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.
- Choose how you want to deposit customer payments.
- (Optional) Change how QuickBooks applies the payment.
- (Optional) Enter a note about the transaction here. Your note will appear on reports that include this transaction.
- Click Save.
If you have an Intuit Merchant Services account, you can process your customer's credit or debit card on the Receive Payments window.
- Be sure you select a credit card for the Payment Type.
- Be sure the “Process credit card” checkbox is selected.
- Enter the card information. More detail
- Click OK.
You'll see a confirmation when the transaction is complete.
Other things to know about receiving payments:
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Create a credit memo. If the payment is less than what your invoice is for, you may owe your customer money. If that's the case, click Credit Memo to record the credit or issue a refund.
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View payment history for the customer. Click History to see the payments from the customer you selected.
- View the credit card information for the customer. If you are using Intuit Merchant Account Service to charge customer credit cards, you can click Charge Info to see the credit card information of this customer you selected.
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Add deposit reminder to Calendar. Remind yourself to deposit the payment.
- More about using this form