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roseb1
Level 1

Customer Prepayments

We are looking for a way to apply a customer prepayment to invoices that are created under individual jobs.  i.e. Customer paid $1000 posted to customer master ; subjob S4604 invoiced 250 a month later, subjob S4802 invoiced 100 another month later.  However if you try to apply credits from the prepayment, it shows no credit available.

 

Thanks

 

 

1 Comment 1
JamesM4
QuickBooks Team

Customer Prepayments

Hi roseb, 

 

Recording your transactions the correct way is a great exercise for preventing errors in your books. I'd be happy to steer you in the right direction with recording your transactions so you can get back to doing what you love. QuickBooks is a user-friendly program that helps you complete your work faster saving you tonnes of time. 

 

To ensure accuracy in your books, I recommend contacting an accounting professional to get more info on recording the transactions. Doing this will help prevent any future discrepancies in your books. If you're not in contact with one, I encourage you to search for one on our website using this link here

 

I'll also leave this question here so other accounting professional members can chime in. Let me know if you have other questions. I'm here to help.

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