I'm here to handle your concern today, cbd3.
You'll want to delete then recreate the Invoice with the correct amount as the deposit. This way you can match the transactions from your banking page. Before deleting make sure to have a copy of the information so you can use it as a reference when recreating one.
To Delete, open the invoice, click More. Then choose Delete.
To review all the invoices made in your account, you can run the Invoice List report. From there you can click each of the invoices and manually edit them one at a time.
Also, I have articles here about managing reports in QuickBooks Online (QBO) for your reference:
If there's anything else that I can help you with, please let me know in the comment section down below. Have a nice day..
Hope you’re doing great. I wanted to see how everything is going about handling an invoice that is being less than the expected deposit. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.
Looking forward to your reply. Have a pleasant day ahead!
What do you recommend when customer pays less than invoiced? I added a negative of the amount , and now it shows they still owe that amount. I deleted the negative amount and it still shows, and I do not know how to fix that. Please advise?
I know a solution when the customer pays less than invoiced, @MM20231.
When a customer pays less than the invoiced amount, you can handle it in QuickBooks Online by applying a partial payment to the invoice.
Here's how you can do it:
QuickBooks will automatically allocate the payment to the invoice and update the status to reflect the remaining balance owed by the customer.
Once everything is good, these resources can help ensure transactions are connected from start to finish. Check them out to learn more about applying late fees to overdue transactions automatically and how to make sure records match your bank:
If you need more advice on organizing your sales transactions, especially tracking outstanding balances, just let me know in the comments. I’m here anytime to assist you.
Hey there, @MM20231.
I can guide you in fixing your invoice. We can do it by writing off the remaining unpaid amount as bad debt.
Here's the process:
For the detailed steps, check this article: Get rid of the bad debt with QuickBooks Online.
Check out the guides here if you need help with your reconciliation: Reconcile your account.
Keep in touch if you have other questions. I'll be around to assist further. Have a great rest of the day!
Thank you, but this is not what I want. I want to edit the invoice amount to the amount the customer paid. We both agreed that this is how much he(the customer) needs to be charged.
Thank you for clarifying things out, @MM20231. I know how to modify your invoice amount in QuickBooks Online to match your customer's payment.
You can give your customer a credit memo and use it to cover the unpaid portion of the form. I'll show you how:
After that, you can use the Receive Payment feature to manually apply the credit to the invoice. Here's how:
Moving forward, you can also enable the Automatically apply credits feature if you want to automatically apply credit memos to your customers' balances or open invoices.
That will do it! You should now see their balance as zero.
In case your clients don't pay on time, feel free to read this guide so you'll know what to do: Apply late fees to overdue invoices automatically in QuickBooks Online.
Please let me know how it goes by clicking the Reply button below. I'm always here to help if you have any other concerns. Have a good one and stay healthy always!