cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Help us improve your self help experience. We'll donate $1 to WHO for every completed survey. Complete the survey now.
Level 1

A customer has underpaid by $8. I would like to write this balance off to bank charges. How do I do this?

 
1 REPLY 1
QuickBooks Team

A customer has underpaid by $8. I would like to write this balance off to bank charges. How do I do this?

Hello Kelly-Reynolds, 

 

Welcome to the Community page, 

 

to process fees of an invoice -reduce the invoice amount

 

1. initial invoice>click on receive payments 

2. receive the full amount to undeposited funds and save and close 

3.go to the plus icon and bank deposit

4. choose bank account in the deposit 

5.tick the payment you entered

6.add funds to this deposit-enter the customer in 'received from', enter an expense account for the fees-the figure needs to be a negative amount i-e -2.00

7. save and close and you've accounted for the bank fee.