How to Pay an Existing Invoice

How to apply a payment to the invoice

Instructions

This article is about how to receive a payment and apply it to an existing invoice. But if you want to keep the payment as customer credit, please refer: How to Receive A Payment not be Applied to an Invoice ( How to handle Customer credits on account )

Let's take an invoice called "west's test" in the sample company file as an example to show how to do it. Here is the detailed information about this information:

Find the TxnID of the Invoice you want to pay

First, you need to find out the TxnID of the invoice, the field RefNumber, CustomerRefFullName can be used as a filter.

SQL Statement: select * from invoiceLine Where RefNumber='2' AND CustomerRefFullName='West Test'

Note:  QODBC Support Wizard is used to test QODBC SQL queries only and is not a development tool.

In the example above, the TxnID is 8C79-1481790565

Inserting the payment record

Use the below statement to insert a payment record:

INSERT INTO ReceivePaymentLine (CustomerRefListID, DepositToAccountRefListID, TotalAmount,
AppliedToTxnTxnID, AppliedToTxnPaymentAmount, Memo)  
Values ('80000083-1481808249','30000-896814907', 500.00, '8C79-1481790565', 500.00,
'Payment for Invoice test')

Beware of field BalanceRemaining, it indicates that how much is left to pay, usually it is the same as the amount in the invoice, but if you enabled sales tax charge, this amount should plus sales tax.

QODBC Allows Invoice not Being Paid Fully

In the above statement, the payment amount was entered as 500, which is less than the Balance Due, let's see what we got after execution of the above query:

Here is the result in QuickBooks:

As you can see, the amount due has been decreased by 500. Let’s finish the rest of the payment:

SQL Statement: INSERT INTO ReceivePaymentLine (CustomerRefListID, DepositToAccountRefListID, TotalAmount, AppliedToTxnTxnID, AppliedToTxnPaymentAmount, Memo) Values ('80000083-1481808249','30000-896814907', 362.65, '8C79-1481790565', 362.65, 'Payment for Invoice test')

The invoice is fully paid and is off the pending list.

NOTE:

In case you are facing one of the following error, 

Object "43AC05E5-1352851019" specified in the request cannot be found.'

Please refer to Error when applying the payment to an invoice 'TxnID' Not Found. You may not have supplied ARAccountRefListID or may not be matching with the invoice record.

Keywords: how to make payment through invoice using qodbc