Receive a payment on an invoice

When you give a customer an invoice and they pay you, you need to record it in QuickBooks so your reports are accurate.

If your customer paid you immediately and you gave them a sales receipt, the payment is already recorded. Also, if you sent an invoice with QuickBooks Payments and your customer clicked the Pay now button, the payment is automatically recorded.

To record a payment on an invoice:

1. In the navigation bar, click Customers (or Invoicing > Customers, or Sales > Customers depending on what you see).
2. (Optional) To filter your customer list, click the Open invoices tab in the Money Bar.
3. Click Receive payment next to the customer who made the payment.
4. Enter the payment amount in the Amount received field.
5. (Optional) Choose a payment method in the Payment method field.

   For credit card payments, click Enter credit card details.

   • If you use QuickBooks Payments, enter the card information manually or swipe the credit card with a card reader. If you entered the card manually, click Use this card in the future for this customer to save the information in the customer's record to use again. (You can't save card information if you swipe a credit card.)
   • If you don't use QuickBooks Payments, enter the customer's credit card information and save it with the customer record. Click Use this card in the future for this customer.
6. (Optional) Enter the check number in Reference no.
7. (Optional) Enter a Memo in the Memo area at the bottom of the screen. The Memo is shown on the customer's next statement, if you send statements.
8. In the Outstanding Transactions area, check the box next to a specific invoice to apply the payment to it. You can also change how QuickBooks applies a payment.
9. In the Deposit to field, select the bank account where you deposited the check. If you haven't deposited it yet, select Undeposited Funds.
10. Click Save and close.

See also

Receive payments overview

Deposit customer payments