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We are a non-profit and create invoices for our member's total annual donations (a "pledge"). Let's say someone pledges $1,600 to be paid in equal quarterly amounts of $400. They've already paid $400 and have an outstanding balance of $1,200. Come the next quarter, when I email them an invoice, I want the invoice to default to a payment amount of $400, not $1,200. But QB sets the default to the full balance of $1,200. How do I get QB to invoice them for $400?
NOTE: I am well aware that the recipient can edit the payment amount to $400, that's not my question. My question is, can I get QB to invoice them for $400 instead of $12,000?
Example: see screenshots:
1. Invoice is $1,600
2. One payment of $400 was made
3. Outstanding balance is $1,200
4. When I invoice them, the payment screen defaults to $1,200. How can I get it to default to $400?? Do I have to create separate invoices? Is there another way to do it?
Solved! Go to Solution.
Yes, you're right dbland07666.
QuickBooks understands that this function is important for non-profit organizations, For now, you'll have to create a separate invoice for $400 every time you invoice your members.
I also suggest reading these articles to ensure you'll get the most out of QBO's reporting capabilities. These articles provide valuable insights on using QBO's reporting features to gain deeper insights into your business performance. By reading and applying the tips and strategies outlined in these articles, you can make better-informed decisions and drive growth and success for your business.
You can always keep in touch if you have any questions about invoices. Please know the Community is always here to help you.
Yes, you're right dbland07666.
QuickBooks understands that this function is important for non-profit organizations, For now, you'll have to create a separate invoice for $400 every time you invoice your members.
I also suggest reading these articles to ensure you'll get the most out of QBO's reporting capabilities. These articles provide valuable insights on using QBO's reporting features to gain deeper insights into your business performance. By reading and applying the tips and strategies outlined in these articles, you can make better-informed decisions and drive growth and success for your business.
You can always keep in touch if you have any questions about invoices. Please know the Community is always here to help you.
@MariaSoledadG Thank you, Maria
You're always welcome, dbland07666.
I'm glad that my colleague was able to help you out today. If there's anything else that you need or if you have any other questions, feel free to post here anytime.
Thanks for being the best part of QuickBooks, and have a lovely day!
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