Keep track of invoice payments in Rose Rocket

Keep track of invoice payments and the remaining invoice balance in Rose Rocket.

Learn how to receive and record invoice payments in Rose Rocket. 

In Rose Rocket, you can record payments in two ways: manual or through QuickBooks Online integration. 

In this article, you'll learn how to: 

• Record invoice payments for a single invoice
• Record partial payment for an invoice
• Sync payment status from QuickBooks Online
  
  

Record invoice payments for a single invoice

After you process a payment from a customer, you need to record it in Rose Rocket so the invoice status is updated to Paid. You can record the full payment on an invoice by following the instructions below:

 

1. From the Invoice Board, head to the Invoice you want to record the invoice payment amount and then click on the Amount Paid column.

2. From the Payments section, fill in the Payment details such as Payment Date, Method, Reference Number, Notes and Amount. 

3. From the Amount field, enter the amount your customer paid. 

4. When you're done, select Save. 

5. The Invoice Status will be updated to 'Paid' when the outstanding balance is $0.00. 

• The Amount Paid column shows. that total amount that has been paid
• The Outstanding Balance = Amount - Amount Paid

 

Record partial payment for an invoice

Keep track of how much you have been paid and how much the remaining balance is by recording partial payments. Follow the instruction below: 

 

1. From the Invoice Board, head to the Invoice you want to record the invoice payment amount and then click on the Amount Paid column.

2. From the Payments section, fill in the Payment details such as Payment Date, Method, Reference Number, Notes and Amount. 

3. From the Amount Paid field, enter the partial amount the customer paid you.

4. When you're done, select Save. 

5. The Invoice Status will be updated to 'Partially Paid' as there is still outstanding balance.

• The Amount Paid column shows how much has already been paid.
• The Outstanding Balance = Amount - Amount Paid, which tells you the remaining invoice balance. 

 

Sync payment updates from QuickBooks Online

Automatically sync your payment updates through QuickBooks Online integration. Here's how:

 

1. Follow the instruction in this article to connect QuickBooks Online with Rose Rocket.

2. Then, follow the instruction in this article to export Invoices from Rose Rocket to QuickBooks Online.

3. Expect 1-2 hours delay in payment sync. Payment updates will appear in the Activity Panel of the Invoice and update the payment status to 'Partially Paid.'

4. In the Amount Paid field, you will see details of the payments coming from QuickBooks, Including: Payment Date, Amount Paid, Reference Number and Notes. 

5. To Delete Payments, users need to delete payments in Quick Books Online. Changes will then appear in Rose Rocket.