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