Quickbooks Advanced, Non-Profit
I created pledges for clients, and gave them the option of using the link or having me set up a recurring payment for them. So each client already has an open invoice in their customer account.
Those who want the monthly payments, I went into recurring transactions , new sales receipt, and completed the relevant information. The first set ran on 6/24. I received and matched the deposit to the correct payments.
Issue: I go into customers account and I see the pledge, I see the sales receipt but that payment is not applied to the open balance.
