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Level 2

different customer name on check for payment

If my client sends an invoice to one company and the check received to pay the invoice is from another company how should I enter that?

Solved
Best answer January 09, 2020

Best Answers
Highlighted
QuickBooks Team

different customer name on check for payment

Hello there, @parksbarbie. I'm here to help you.

 

Yes, that's correct. Here's how you create a Delayed Credit for the company you invoiced:

  1. Go to the + New button, then choose Delayed Credit.
  2. Complete all the necessary fields (including the customer name, date, products/service items, quantities, and amounts).
  3. Press Save and close.

Now that you have the credit created, you need to apply it to the invoice. I've provided the steps below:

  1. Go to the + New button, then choose Invoice.
  2. Select the appropriate customer and complete the necessary fields.
    • Note: Available delayed credits are listed on the right pane of your invoice. If you don't see this, select the arrow next to the invoice balance.
  3. To add a delayed credit to the invoice, select Add.
  4. Press Save and close.
    • Note: Adding a delayed credit to an existing invoice with a prior period date will change prior period balances.

That's all there is to it!

 

If you have any further questions or concerns, please let me know. I'll keep an eye out for a response. Have a nice day.

View solution in original post

3 Comments
Highlighted
QuickBooks Team

different customer name on check for payment

Hi there, @parksbarbie.

 

You'll want to enter the other company's name in the Memo field when receiving the payment. Here's how.

 

In your QuickBooks Online (QBO):

  1. Click the (+) Plus icon.
  2. Select Receive Payments.
  3. Check the invoice to link the payment.
  4. Enter the company name that paid the invoice in the Memo field. 2.PNG
  5. Once done, click Save and close or Save and new.

You'll also want to check this article in case you need to enter a delayed credit.

 

I'll be around if you need other help in managing payment. Take care and more success in your business!

Highlighted
Level 2

different customer name on check for payment

So credit for income would go to the company that the invoice was sent to?

 

thanks

Highlighted
QuickBooks Team

different customer name on check for payment

Hello there, @parksbarbie. I'm here to help you.

 

Yes, that's correct. Here's how you create a Delayed Credit for the company you invoiced:

  1. Go to the + New button, then choose Delayed Credit.
  2. Complete all the necessary fields (including the customer name, date, products/service items, quantities, and amounts).
  3. Press Save and close.

Now that you have the credit created, you need to apply it to the invoice. I've provided the steps below:

  1. Go to the + New button, then choose Invoice.
  2. Select the appropriate customer and complete the necessary fields.
    • Note: Available delayed credits are listed on the right pane of your invoice. If you don't see this, select the arrow next to the invoice balance.
  3. To add a delayed credit to the invoice, select Add.
  4. Press Save and close.
    • Note: Adding a delayed credit to an existing invoice with a prior period date will change prior period balances.

That's all there is to it!

 

If you have any further questions or concerns, please let me know. I'll keep an eye out for a response. Have a nice day.

View solution in original post

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