Hi, How can I bill a customer and then settle the AR


Hello there, carolhmn,

You'll want to create an invoice to bill your customer. Then, receive payment to settle A/R.

Here's how:

  1. Click the Plus icon.
  2. Select Invoice.
  3. Select the name of the Customer.
  4. Select and enter needed information on each field.
  5. Select Save and send.

Here's how you can record the invoice payment:

  1. Click the Plus icon.
  2. Select Receive Payment.
  3. Select the name of the customer.
  4. From the Outstanding Transactions section, select the transaction.
  5. Select the payment method.
  6. Select Save and Close.

Check out this article: https://community.intuit.com/articles/1782100.

Please let me know if you need anything else.

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IntuitMaryL , Community Support Specialist
Employee SuperUser

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