What is the "Receive Payment" Option for QuickBooks Invoices?

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By Michael Schwartz

updated 23 days ago

If you are sending invoices (instead of journal entries) to taxomate using QuickBooks, we provide you with the option to record (receive) payments linked to your settlement invoices:


We have found this to be very helpful in reconciling split settlements (multiple invoices).

To turn this feature on, head over to Settings > Invoice.

When you select invoice (rather than journal entries), the option to receive payments will display. Enable this option and we record an invoice payment for each settlement.

Sometimes when an invoice and credit memo are both present, we will not send payment. Please see this article
 on how to reconcile.

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