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QB Online Short Payment

Is there a way in QBO to record a minor customer short-payment at the time of the check receipt (to a pre-determined discount or discrepancy GL account) like there was in QB Desktop?

2 Comments
QuickBooks Team

Re: QB Online Short Payment

Hi there, @ctmorgan78.

 

Let me share two scenarios and help you with your concern on recording short payments.

 

Just to clarify, are this short payment is a discount to the customer? If so, you'll need to record a customer refund. Here's how:

 

  1. Click the Plus (+) icon.
  2. Select Check.
  3. In the Account column, choose Accounts Receivable.
  4. Enter credit or prepayment amount in the Amount column.
  5. In the Customer column, select the customer.
  6. Hit Save and close.

Here's an article for your reference: Record a Customer Refund.

 

But if you're trying to record an invoice with a pre-determined discount, you can create another line item as a discount. Let me guide you how.

 

First off, you'll need to create a discount item.

 

  1. Click the Gear icon.
  2. Choose Products and Services.
  3. Select New.
  4. Select Non-inventory or Service for Products/Services type.
  5. In the Name field, enter Discount.
  6. In the Sales price/rate fields, enter the discount amount as a negative.
  7. Select the Discounts given account from the Income account drop-down.
  8. Click Save and close.

Then, you can use the Discount item on an invoice.

 

  1. Click the Plus (+) icon.
  2. Select Invoice.
  3. Choose the customer.
  4. Fill out the necessary information.
  5. On the second line, enter the Discount item.
  6. Click Save and close.

I've got you an article for your reference: Discount as Line Item on Invoices and Sales Receipts.

 

That's it! Feel free to leave a comment below if you're referring something else or if you have any other questions.

Established Member

Re: QB Online Short Payment

@Mark_R How about this situation -   A customer paid $1000 cash. The owner took $50 and put it toward petty cash.  How do I match the deposit of $950 to the sales receipt and acknowledge that the full payment was made?

 

Thanks!

Shaila