Enter additional customer payment

ScubaPro · ‎May 13, 2021

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?

Rustler · ‎May 13, 2021

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

Rustler · ‎May 13, 2021

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.

ScubaPro · ‎May 13, 2021

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?

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Enter additional customer payment