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Level 1

I have one customer wanting to pay a DIFFERENT customer's invoice

I have two related customers (under the same umbrella, but distinct in our billing system). Customer 1 sent me a check that covers several invoices for them as well as one invoice for Customer 2. How do I apply the unapplied balance credit from Customer 1 to the unpaid invoice for Customer 2?

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Best answer 01-02-2019

Best Answers
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QuickBooks Team

I have one customer wanting to pay a DIFFERENT customer's invoice

Hi @patternedowl16,

 

@Rustler's answer is correct and handy. I'd be glad to add a few things so you'll be able to successfully record your invoice payments.

 

Let's create a bank deposit so we can apply its excess as credits. This way, the unpaid invoice for customer 2 will be paid.

 

Here's how:
   1.  Click on the Plus "+" icon and select Bank Deposit.
   2. Scroll down and go to the section labeled Add funds to this deposit.
   3. On the first line under Account, select Account Receivable. (For customer 1, it should be in a negative amount.)
   4. On the second line, select Account Receivable. (For customer 2, it should be in positive amount.)
   5. Click Save and new (or Save and close).

 

Please feel free to see the screenshots below to see exactly what I mean.

 

With these steps, the bank deposit will be zeroed out but the unapplied invoice for customer 1 will transfer to the customer 2 invoices.

 

Please leave a comment below if you have additional questions. Have a blissful day!

View solution in original post

3 Comments
Highlighted
Level 15

I have one customer wanting to pay a DIFFERENT customer's invoice

don't

in receive payments, for customer 1 check off only those invoices that are his and are being paid

change to customer 2 and check off the remaining invoice

 

QB does not care who pays what, only that it gets paid.

Highlighted
Level 1

I have one customer wanting to pay a DIFFERENT customer's invoice

Where do I "check off" those invoices to show that they are paid?

Highlighted
QuickBooks Team

I have one customer wanting to pay a DIFFERENT customer's invoice

Hi @patternedowl16,

 

@Rustler's answer is correct and handy. I'd be glad to add a few things so you'll be able to successfully record your invoice payments.

 

Let's create a bank deposit so we can apply its excess as credits. This way, the unpaid invoice for customer 2 will be paid.

 

Here's how:
   1.  Click on the Plus "+" icon and select Bank Deposit.
   2. Scroll down and go to the section labeled Add funds to this deposit.
   3. On the first line under Account, select Account Receivable. (For customer 1, it should be in a negative amount.)
   4. On the second line, select Account Receivable. (For customer 2, it should be in positive amount.)
   5. Click Save and new (or Save and close).

 

Please feel free to see the screenshots below to see exactly what I mean.

 

With these steps, the bank deposit will be zeroed out but the unapplied invoice for customer 1 will transfer to the customer 2 invoices.

 

Please leave a comment below if you have additional questions. Have a blissful day!

View solution in original post

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