cancel
Showing results for 
Search instead for 
Did you mean: 
ScubaPro
Level 3

Enter additional customer payment

I created a customer invoice once a reservation is made. The customer pays the deposit online as part of making the reservation. I open the invoice and receive the payment of the deposit. Once the customer pays the remainder after services rendered, I go to receive payment to add the balance. However, when I try to enter the new (additional) amount, I get a warning saying that I am changing the payment amount and do I want to continue. I am just trying to receive the additional payment. What am I doing wrong?

Solved
Best answer May 13, 2021

Best Answers
Rustler
Level 15

Enter additional customer payment

An invoice is a final sale and posts the total to income when saved.

 

IMO you should be taking a deposit using a sales receipt. Then invoice for the total when the customer checks out and apply the deposit to the total prior to payment.

 

Use a service item linked to the deposit liability account on the sales receipt, and use that same item with a qty of negative one on the final invoice.

View solution in original post

2 Comments 2
Rustler
Level 15

Enter additional customer payment

An invoice is a final sale and posts the total to income when saved.

 

IMO you should be taking a deposit using a sales receipt. Then invoice for the total when the customer checks out and apply the deposit to the total prior to payment.

 

Use a service item linked to the deposit liability account on the sales receipt, and use that same item with a qty of negative one on the final invoice.

View solution in original post

ScubaPro
Level 3

Enter additional customer payment

I apologize for not mentioning that I am a QB novice. You note that I should

 

Use a service item linked to the deposit liability account on the sales receipt, and use that same item with a qty of negative one on the final invoice.

 

How do I do that?

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us