@marvelglassllc wrote:
i.e. Joe smith had his windshield replaced for $400. He has a $200 deductible and his insurance company Progressive owes the remaining $200. Can someone please explain how to handle this from start to finish, right down to which I should put down when I "create customer". Thank you very very much
Well you have two customers, client and insurance, and I would assume you need to invoice them both. In QB there is no elegant way to do this
Invoice the customer for just the amount of the deductible
create discount item named customer deductible, select the sales income discount account
invoice the insurance company
line 1 - service item and the full amount
line 2 - discount item and the amount of the deductible
