payments
QuickBooks UKHi, can anybody help?, I have a total ammount for outstanding invoices for a customer in my account recievable, but when in the recieve payment window it does not show up when I bring up the customer... thanks
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02/08/12 8:30am PST
Viewed by asker 02/09/12 8:56am PST
Viewed by asker 02/09/12 8:56am PST
5 Replies
2BTRUSTED
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02/08/12 7:19pm PST
This may sound silly but double check the customer name in your report. Some times we have made a customer inactive because it was a near duplicate - note a small variation makes a difference.
You can go to receive payments, post your payment without applying it to the invoice since you can't see it. Then go to reports: customers: open invoices. In this screen you will clearly see if the invoice and the payment are sitting under the same customer name. If yes, click on invoice and at bottom click on apply credit.
02/09/12 1:11am PST
Hi 2BTRUSTED, thanks for your reply, could not see problem with the customer name so did as you said and in the open invoice screen the payment shows at the top of the screen on its own with the same customer name... the unpaid invoices are listed below it, including the invoice the payments for. Should the payment have been in the list of unpaid invoices below or is this how it should look, its just that when I click on the invoice in question there is no "apply credit" at the bottom of the screen... many thanks
02/09/12 1:23am PST
One other thing, I think you are right about the near duplicate thing because.... I am a bit behind with my accounting and when I first got back on it and opened the receive payments window it showed just a few of the very oldest invoices unpaid and I managed to do those no problem. Thing is I have an awful lot still to clear, is there any easy way to change the name problem ... many thanks
02/09/12 6:16am PST
If you did have a duplicate you would clearly see in the open invoice report that a payment is under one name and the invoice under another. If this did happen the way to clear it is to go to the customer list, view all customers instead of just active customers, change one of the names to be identical to the other and QB will ask if you want to merge, say yes. Keep in mind you should change the one with the least amount of customer profile information so you do not for instance lose an address or phone number during the merge.
Merge cannot be undone. If you are not comfortable with the concept take a backup before you do it.
