cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Can I take a payment from a client with out the client having an open invoice? We are simply getting a deposit for future invoice

 
1 Comment
Highlighted
QuickBooks Team

Can I take a payment from a client with out the client having an open invoice? We are simply getting a deposit for future invoice

Hi there, @seaportds.

 

To record this in QuickBooks, I suggest creating a credit memo for the customer. This will allow QuickBooks to show that you collected the money, and your customer will have a credit for the deposit amount. You can create one in just a few clicks:

 

  1. Go to the + New button and choose Credit Memo.
  2. Choose a Customer, Service Date, and Product/Service.
  3. Press Save and Close.

Now you have a credit for your customer's deposit. You may also want to check out this article about recording retainers and deposits for more information.

 

Please don't hesitate to touch base with me here if you need any additional assistance. I look forward to hearing from you again.

Need to get in touch?

Contact us