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Hello again :-).
Apologies for asking repeated questions regarding managing quotes in QB but our previous software allowed us to create sales orders and apply payments to them. I understand we cannot do this in QB.
Please can you explain how the deposit function works and if this is possible:
1. Create a quote for a customer in the amount of $10,000
2. Customer is required to pay us a $3,000 up front payment before we commence work, half way though and once goods are delivered which if I understand correctly can be done via a "Sales Receipt". without the need for an invoice.
Question; Can I record the sales receipts against a particular quote number (we have numerous quotes for the same customer) and if so how do I do this?
Question: How can I determine how much the client owes us after these deposits are made. (Is there a customer ledger/report)
Question : How do I thereafter create a final invoice (once all deposits have been received and at the conclusion of the project)
I appreciate your patience and apologise for all the questions.
Solved! Go to Solution.
I have some steps that can help you record the customer transactions, Deano2.
A Quote is a non-posting transaction. Therefore, we’re unable to associate a sales receipt to a specific quote.
Instead, you can record the upfront payment as a deposit or receive payment. This will put the amount as a credit on the customer section, so you can apply them when you create the invoice.
For the report, you can use the Transaction List by Customer and customise it to show the customer's open balance.
Here's how:
You can create an invoice when you open the quote.
Here are the steps:
If there's anything else you need, I'll be around to help you some more. Thanks.
I have some steps that can help you record the customer transactions, Deano2.
A Quote is a non-posting transaction. Therefore, we’re unable to associate a sales receipt to a specific quote.
Instead, you can record the upfront payment as a deposit or receive payment. This will put the amount as a credit on the customer section, so you can apply them when you create the invoice.
For the report, you can use the Transaction List by Customer and customise it to show the customer's open balance.
Here's how:
You can create an invoice when you open the quote.
Here are the steps:
If there's anything else you need, I'll be around to help you some more. Thanks.
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