Creating Invoices and Sales Receipts AFTER the payment has been received
Hi
Due to personal circumstances I was unable to produce invoices for my 3 commercial tenants for their monthly rent payments. I received the payments on the normal due dates but now I would like to either create invoices and match them to the payments, mark as paid and send my tenants a copy OR create a sales receipt and match that the payments made and send to tenants for their records. Any advice on the best way to do this. When I have attempted this, I can't match the invoice/sales receipt to the payment already made. Any advice appreciated. Lisa
Creating Invoices and Sales Receipts AFTER the payment has been received
Hello LisadeGarston,
Welcome to the Community page,
So as long as the payments are to the accounts receivable account then you should be able to match it up. So if you create the payment and set it as "leave the credit to be used later" then when the invoice is created you can go to "receive payment" to match the invoice against the "credit".
Creating Invoices and Sales Receipts AFTER the payment has been received
Hello LisadeGarston,
Welcome to the Community page,
So as long as the payments are to the accounts receivable account then you should be able to match it up. So if you create the payment and set it as "leave the credit to be used later" then when the invoice is created you can go to "receive payment" to match the invoice against the "credit".
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