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ssrvss
Level 1

IN:How to customize a receipt for advance payment received from clients?

How to customize the receipt to be issued for advance payment received from the client before raising the invoice?

Solved
Best answer September 26, 2019

Best Answers
Rustler
Level 15

IN:How to customize a receipt for advance payment received from clients?

@ ssr

create a service type item called something like customer deposits, create a current liability account named the same and use that liability account as the income account on the service item

use a sales receipt, use that customer deposit item and enter the amount

when you invoice, as the last line item use that deposit item, qty is a negative one, and enter the deposit amount, the customer pays the balance due

View solution in original post

3 Comments 3
Rustler
Level 15

IN:How to customize a receipt for advance payment received from clients?

@ ssr

create a service type item called something like customer deposits, create a current liability account named the same and use that liability account as the income account on the service item

use a sales receipt, use that customer deposit item and enter the amount

when you invoice, as the last line item use that deposit item, qty is a negative one, and enter the deposit amount, the customer pays the balance due

IntuitArun
QuickBooks Team

IN:How to customize a receipt for advance payment received from clients?

Dear ssrvss,

We are happy to help you!

With regards to your query, we request you to enter Advance payment as Bank deposit and take the print of bank deposit as a receipt for advance payment.

We request you to call on our helpline number. in case if you need any further assistance

Hope this helps.

JamesDuanT
Moderator

IN:How to customize a receipt for advance payment received from clients?

Hello there, Ondrej nistor.

 

We want to know more about your concern so we can further assist you. 

 

What are you trying to achieve? What is preventing you to do it? Did you encounter a specific error message while doing the process?

Additional details about would be much appreciated such as screenshots and error message.