The last portions of this toolbar are used if you are or would like to use Intuit’s credit card processing through QuickBooks. Where is Electronic Payments Processing in QuickBooks Desktop? Integrate Your QuickBooks Desktop with QuickBooks Payments This is another piece of the customer payments puzzle that we could go on for a while about, so we’ll cover that in more detail in our advanced payments post. It will be greyed out on an unsaved invoice, or one that used a non-check transaction type. This will allow you to record that a customer’s check payment was rejected by the bank, marking the invoice as unpaid again and allowing you to create another invoice recording any applicable bank fees and any service fees you charge the customer for this inconvenience. How Do I Record a Bounced Check I Received from a Customer? Use “Record Bounced Check” to record a bounced check This may be suggested automatically by QuickBooks based on the terms you have with the customer.
The main difference is credits come from some other transaction, often another payment or a credit memo, that has caused an unapplied credit value in the customer’s A/R, which is then tied to an invoice to pay it either in full or in part.Ī discount is a write-off of some of what the customer owes on an invoice, created at the time of payment. What if I Need to Use a Discount or Credit As a Customer Payment to an Invoice? Use “Discounts and Credits” to Apply Either Discounts or Credits to Invoices.
Right-click a customer in the “Customer Center” and choose “Receive Payments” 5. In the “Customer Center,” click the “New Transactions” drop-down menu and choose “Receive Payments” 4. From the Customers drop-down in the top menu, choose “Receive Payments”. From the home screen, look for “Receive Payments” in the customer section, just to the right of center. Like most things in QuickBooks, there are several ways to access the customer payments screen. Where Can I Go to Record Customer Payments?
With that in mind, as part of our series on foundations of basic transactions, let’s look at the “Customer Payments” window. To track your income with accuracy and detail, you most likely need to know when, from who, and for what you’re receiving payment. To keep your business running smoothly, you need to be able to keep track of your income.