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Level 3

Deposits made on an invoice.

I would like to change the date of a deposit or down payment made on an invoice to match the actual date we received the payment.  It defaults to the date the of the invoice.

 

3 Comments
Highlighted
Moderator

Deposits made on an invoice.

Hi @lmoran,

 

Thanks for the question.  Regarding deposits, the deposit is part of the invoice transaction; there is no separating it It is always going to default to the date of the invoice.  If the deposit/down payment is on a different date from the invoice, and should be recorded as such, it should be recorded in QuickBooks as a payment, not as a deposit.

 

thanks,

Lucas

Highlighted
Level 3

Deposits made on an invoice.

OK, but  deposit is always ahead of an actual payment, so this really makes no sense.  Why even have a deposit line if the date can't be changed?

Highlighted
Moderator

Deposits made on an invoice.

Good morning, @lmoran,

 

I definitely understand where you are coming from. Let me see if I can clarify. The deposit field on an invoice is to record that the customer provided a deposit when the order/invoice was created. Anything other than this, should be recorded in QBO as a payment.

 

Thanks,

Lucas

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