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Level 2

use payment from one customer toward invoice of another customer

Bummer that I asked this question days ago, but for some reason QB never posted it to the discussion boards. So, here goes again...

 

I am using QB 2017 Desktop to handle the finances for a choir that I sing in. Our members are listed as Customers in QB. Customer (choir member) A has an overdue balance on her account for dues/uniform. Customer (choir member) B decided to pay Customer A's balance for her. I have already received and deposited B's check, but now cannot figure out how to apply the payment to the balance on A's account. When receiving the deposit, there was no option to apply the amount to any account other than Customer B.

 

I have not reconciled for last month yet, so can start over completely if there is a different process I should have followed from the start. I couldn't find anything that fit this situation on the discussion board - mostly just info on moving a credit from one job to another.

 

Thank you for the help. It was easier to use QB for the business I used to manage than for this choir!

3 Comments
Highlighted
Level 15

use payment from one customer toward invoice of another customer

" I have already received and deposited B's check, but now cannot figure out how to apply the payment to the balance on A's account. "

 

You were supposed to treat that as portions for each name: receive payment for A, then for B, splitting the amounts. Make sure your Payments flow to Undeposited Funds, so that you select Both parts for one deposit for that date.

Highlighted
Level 2

use payment from one customer toward invoice of another customer

Thank you for helping me with this.

 

The check from B is only to pay for A's balance, not a payment to be split.

 

When entering a Customer Payment, there is no option for choosing which customer account to apply the payment toward (no "received for"). There is only a choice for "Received From". Are you saying that I should enter A's name there, even though the check is from B? And then just put something in the memo line to indicate where the payment originated?

Highlighted
Level 15

use payment from one customer toward invoice of another customer

You seem to be overthinking this.

 

"The check from B is only to pay for A's balance, not a payment to be split."

 

Then process it as if it is paid to you By A. You can put in memo that B paid it.

 

"There is only a choice for "Received From"."

 

You use the Name that Owes. A Customer Payment might have come in from their insurance company, their Parent or Sibling, or even their Trust Banker. It is paying A's Debt to you, so it is Receive From A, to apply to A's charges.

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