How to Record and Receive Customer Payments in QuickBooks

After you invoice a client and record the transaction in QuickBooks, it remains an unpaid invoice, or open invoice, until the customer remits payment. To record and receive a customer's payment in QuickBooks, follow these nine steps.

This feature works the same in versions 2011–2016 of QuickBooks.
  1. On the Home page, in the Customers panel, click Receive PaymentsReceive Payments
  2. In the Receive Payments dialog box, from the Received From drop-down list, select the customer that remitted the payment.Select Customer in Receive Payments Dialog Box
  3. In the Amount field, type the amount of the payment.
  4. In the Date field, type or look up the date of the payment.
  5. From the Payment Method drop-down list, select the form of payment.
  6. The next few fields depend on the type of payment you received. Fill these in as appropriate.
  7. In the Memo field, type any notes you need to record about the payment (e.g., "short paid", "late").
  8. Ensure that the payment is applied to the correct open invoice. QuickBooks auto-applies payments received. A checkmark appears next to the invoice(s) selected for payment. Click on a checkmark to deselect an invoice. Click on the empty box next to an invoice to select it.Apply Payments
  9. Click Save & Close.

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