How to Record and Receive Customer Payments in QuickBooks

See QuickBooks: Tips and Tricks for similar articles.

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.

Related Articles

  1. How to Transfer Funds Between Bank Accounts in QuickBooks
  2. How to Create a Company File in QuickBooks Using Express Start
  3. How to Create a Profit and Loss Report in QuickBooks
  4. How to Customize an Invoice Form in QuickBooks
  5. How to Add Inventory Items in QuickBooks
  6. How to Write Checks and Enter Bills in QuickBooks
  7. How to Use the Account Register in QuickBooks
  8. How to Delete and Void Checks in QuickBooks
  9. How to Export a QuickBooks Report to Microsoft Excel
  10. How to Add Credit Card Accounts in QuickBooks
  11. How to Run a Sales Tax Report in QuickBooks
  12. How to Enter a Credit Memo in QuickBooks
  13. How to QuickZoom on a Report Item in QuickBooks
  14. How to Track Time for a Single Activity in QuickBooks
  15. How to Customize the Icon Bar in QuickBooks
  16. How to Customize Preferences in QuickBooks
  17. How to Create a Memorized Report in QuickBooks
  18. How to Change the Default Sales Tax in QuickBooks
  19. How to Create a Sales Tax Group in QuickBooks
  20. How to Add a Filter to a Report in QuickBooks
  21. How to Perform an Advanced Find in QuickBooks
  22. How to Add Items to the Item List in QuickBooks
  23. How to Close a Company File in QuickBooks
  24. How to Change the Header and Footer in a QuickBooks Report
  25. How to Enter Credit Card Charges in QuickBooks
  26. How to Run a Time Tracking Report in QuickBooks
  27. How to Add Vendors in QuickBooks
  28. How to Select Payments to Include in a Deposit in QuickBooks
  29. How to Apply Sales Tax to an Invoice in QuickBooks
  30. How to Quick Add a Name in a Timesheet in QuickBooks
  31. How to Use the Open Window List in QuickBooks
  32. How to Record and Receive Customer Payments in QuickBooks (this article)
  33. How to Track Vehicle Mileage in QuickBooks
  34. How to Reconcile an Account in QuickBooks
  35. How to Delete a Memorized Transaction in QuickBooks
  36. How to Record a Sales Tax Payment in QuickBooks
  37. How to Create a Memorized Transfer in QuickBooks
  38. How to Set up a Vehicle List in QuickBooks
  39. How to Enable Class Tracking in QuickBooks
  40. How to Set Up a List of Class Items in QuickBooks
  41. How to Edit a Memorized Transaction in QuickBooks