Easy Tech TutsHow to Record Invoice Payments in QuickBooks Online Easily 2026
By Impran M N
Closing out an open invoice correctly keeps your accounts receivable ledger accurate. This guide shows how to record a customer's invoice payment in QuickBooks Online, whether it's a full settlement or a partial payment.
01Open Receive Payment
Click + New, then select Receive Payment from the Customers column.
02Select the customer
Choose the client's profile to automatically populate all of their outstanding open invoices.
03Set payment details
Enter the payment date and select the method used, such as check, cash, or credit card.
04Route the funds
Use the Deposit to dropdown to send funds to your checking account or the Undeposited Funds holding matrix.
05Apply and save
Check the box next to the specific invoice being settled, adjust the amount for partial payments if needed, and click Save and Close.
Frequently asked questions
Can I record a partial payment on an invoice?
Yes, you can adjust the Payment value field to less than the full invoice amount, and QuickBooks will keep the remaining balance open.
Where should payment funds be deposited?
You can route them directly to your checking account or hold them in Undeposited Funds until they're grouped into a bank deposit.
How do I confirm an invoice is fully paid?
Check that the outstanding balance drops to zero after applying the payment, either on the invoice itself or the customer's ledger.
Do I need to select a payment method?
Yes, selecting the correct method, like check or credit card, helps keep your records accurate for matching against bank feeds later.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
