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Established Member

Sales Receipt for partial invoice payment

I have a client who is being reimbursed by the office building for the cost of renovating the office he’s moving into.  I have an open invoice for his project and he makes progress payments based on the phase of construction. Let’s say it’s:

 

Total Invoice: $10,000

Payment 1: $2,500

Payment 2: $7,500. 

 

I know how to apply payment 1 to his invoice, but is there a way to give him a receipt that shows only that payment? I seem to only be able to give him the total invoice with the $2,500 payment applied. He’s prefer a clean receipt that shows $2,500 to turn in for reimbursement. 

 

Thanks!

 

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Best answer 01-21-2019

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Established Community Backer ***

Re: Sales Receipt for partial invoice payment


@Stezo11 wrote:

Hi @Rustler,

 

Thanks for your responses, but I’m not sure why you are confused. I do indeed have an open “invoice” for my customer. My customer makes progress payments on that ”invoice” and needs a receipt for each payment on that “invoice” so my customer can get reimbursed. Printing the “invoice” with the payments applied seems to be the only way to accomplish that. 

 

 


"+" Receive Payment. 

This is how you are recording the received payments against the outstanding invoice. (or should be)Bottom of the screen - Print. This is the record you can hand in for reimbursement. Has all details of who paid and against what invoice, date, check number, etc.

8 Comments
QuickBooks Team

Re: Sales Receipt for partial invoice payment

Hello there, Stezo11. 

 

Creating sales receipt from invoice will double the entry in your register. You can print the paid invoice instead and give it to your client. Moreover provide a note in the memo section as to which phase of the construction has been paid for this transaction only. 

 

Here's how to print the paid invoice:

 

  1. Go to Sales and click the Customers tab. 
  2. Locate and open the customer's profile. 
  3. Open the paid invoice and click Print or Preview at the bottom. 
  4. Click Print. 

Visit us again if you have other questions or if you need assistance while working with QuickBooks.  

Established Community Backer ***

Re: Sales Receipt for partial invoice payment


@Stezo11 wrote:

I have a client who is being reimbursed by the office building for the cost of renovating the office he’s moving into.  I have an open invoice for his project and he makes progress payments based on the phase of construction. Let’s say it’s:

 

Total Invoice: $10,000

Payment 1: $2,500

Payment 2: $7,500. 

 

I know how to apply payment 1 to his invoice, but is there a way to give him a receipt that shows only that payment? I seem to only be able to give him the total invoice with the $2,500 payment applied. He’s prefer a clean receipt that shows $2,500 to turn in for reimbursement. 

 

Thanks!

 


So when you say open invoice, what you mean is open bill.  you invoice customers, and your vendor invoices you his customer which is your bill

So restate this, there is an open bill for 10K, and payments are made as needed during the build out.

use the menu gear>vendors.pay bills
select the bill, and click pay bill, enter the amount actually paid

on the bill payment screen that comes up, click the print check button at the bottom, that is the best QBO can do

Established Community Backer ***

Re: Sales Receipt for partial invoice payment

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Established Community Backer ***

Re: Sales Receipt for partial invoice payment


@Rustler wrote:

@Stezo11 wrote:

 

 

I know how to apply payment 1 to his invoice, but is there a way to give him a receipt that shows only that payment? I seem to only be able to give him the total invoice with the $2,500 payment applied. He’s prefer a clean receipt that shows $2,500 to turn in for reimbursement. 

 

Thanks!

 


So when you say open invoice, what you mean is open bill.  you invoice customers, and your vendor invoices you his customer which is your bill

So restate this, there is an open bill for 10K, and payments are made as needed during the build out.

use the menu gear>vendors.pay bills
select the bill, and click pay bill, enter the amount actually paid

on the bill payment screen that comes up, click the print check button at the bottom, that is the best QBO can do


Double Sigh (lol)

In the Receive Payment screen at the bottom is "Print" option. So when you post a received payment you can print a copy of what you see on screen.

Established Member

Re: Sales Receipt for partial invoice payment

Hi @Rustler,

 

Thanks for your responses, but I’m not sure why you are confused. I do indeed have an open “invoice” for my customer. My customer makes progress payments on that ”invoice” and needs a receipt for each payment on that “invoice” so my customer can get reimbursed. Printing the “invoice” with the payments applied seems to be the only way to accomplish that. 

 

This is not a “bill” and I am not paying my customers. @MikiD  seems to realize what I do; that there is no way to issue a stand alone sales receipt for a partial “invoice” payment without creating a double entry. 

Established Community Backer ***

Re: Sales Receipt for partial invoice payment


@Stezo11 wrote:

Hi @Rustler,

 

Thanks for your responses, but I’m not sure why you are confused. I do indeed have an open “invoice” for my customer. My customer makes progress payments on that ”invoice” and needs a receipt for each payment on that “invoice” so my customer can get reimbursed. Printing the “invoice” with the payments applied seems to be the only way to accomplish that. 

 

 


"+" Receive Payment. 

This is how you are recording the received payments against the outstanding invoice. (or should be)Bottom of the screen - Print. This is the record you can hand in for reimbursement. Has all details of who paid and against what invoice, date, check number, etc.

Established Member

Re: Sales Receipt for partial invoice payment

Thanks @john-pero. Obviously, I was looking for a much more complicated solution to what amounts to a pretty simple one.  :-)

Established Member

Re: Sales Receipt for partial invoice payment

Thank you for your response @MikiD, but this is the solution I was trying to avoid.  Thank you for your input though.  :-)