Prepayments

Greetings, @cindygpg.

You'll want to unlink the payment made to the invoice to open it. Then receive a payment amounting $16,341.27. Once done, send an Estimate to your customer showing $16,341.27 is used and $13,758.73 is the remaining balance. Let me guide you through the steps.

Here's how to unlink the payment in your QuickBooks Desktop (QBDT):

1. Go to the Customers menu.
2. Select Customer Center.
3. Choose and select your customer name.
4. Select the payment transaction under the Transactions tab.
5. Uncheck the invoice linked to the payment to mark the invoice open.
6. Click Save & Close.

To receive the payment:

1. Go to the Customers menu.
2. Click Receive Payments.
3. Select your customer from the Received From field and enter the Amount $16,341.27 in the Payment Amount field.
4. Select the open invoice of $30,000.00.
5. Click Save and Close.

To create a statement:

1. Go to the Customers menu.
2. Select Create Statements.
3. Click One Customer and select your preferred customer.
4. Simply click Preview to review the statement and click E-mail to send it to your customer. 

Additionally, here's an article you can read for future reference. This link provides detailed information on how to personalize your invoice template: Use and customize form templates.

Let me know if there's anything else you need help with. I'm more than happy to help you anytime. Take care!

Thank you so much. I will try this. I appreciate your quick response!