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Join nowWe are requesting a deposit from a customer prior to the shipment of product.
This is what we need to do:
This is not a question about how to apply the deposit payment once received, it is how to correctly invoice. An invoice reflecting the total price; deposit due; and balance is required by our customer.
Thanks!
Enterprise might be different than pro/premier but I doubt it - so the short answer is you can not do that in QB. In QB an invoice is a final sale, QB does not do what amounts to time payments.
You can create a service item linked to a customer liability account you create for the deposit, and use that on one invoice. I would create an estimate showing the full charges and deposit required and attach that to the invoice.
When you invoice for the order list the items, the deposit item, with a negative one for the qty and the deposit amount,. then the customer pays the balance due
Can't thank you enough for replying so quickly - even if it's not the answer I wanted!
I'll pass this along and see if we can make it work using your suggestion.
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