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How can I clear an invoice when I recieved payment before the invoice was generated?

I usually send invoices on a monthly basis—at the start of the month, billing for all the previous month’s work on one invoice. One customer paid me at the times of service, and I entered those payments as usual, but there was no invoice they applied to since I hadn’t generated it yet. At the start of the next month, I generated my invoices as usual, including one for this customer, but that invoice # still shows as red even though the customer’s balance is $0.

In the recieve payments section, I tried checking the invoice these payments should apply to, but it says:

"You need to delete this payment from the deposit before you can delete or edit its name or amount.”

How can I mark this invoice as paid and how should I handle situations like this in the future?
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Best answer 12-10-2018

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ProAdvisor

You can use the receive payments screen & apply an alread...

You can use the receive payments screen & apply an already received payment to an invoice.

View solution in original post

3 Comments
ProAdvisor

You can use the receive payments screen & apply an alread...

You can use the receive payments screen & apply an already received payment to an invoice.

View solution in original post

Not applicable

How can I clear an invoice when I recieved payment before...

How can I clear an invoice when I recieved payment before the invoice was generated?
I usually send invoices on a monthly basis—at the start of the month, billing for all the previous month’s work on one invoice. One customer paid me at the times of service, and I entered those payments as usual, but there was no invoice they applied to since I hadn’t generated it yet. At the start of the next month, I generated my invoices as usual, including one for this customer, but that invoice # still shows as red even though the customer’s balance is $0.

In the recieve payments section, I tried checking the invoice these payments should apply to, but it says:

"You need to delete this payment from the deposit before you can delete or edit its name or amount.”

How can I mark this invoice as paid and how should I handle situations like this in the future?
Established Community Backer ***

When you are Already Paid, you use Sales Receipt and list...

When you are Already Paid, you use Sales Receipt and list the same thing here. There is no need for an invoice. You already got paid. Invoice = they are charged and won't pay until later. Sales Receipt = they are charged And they paid, already. You could Get rid of that invoice, get rid of the Receive Payment, and make a Sales Receipt.


"You need to delete this payment from the deposit before you can delete or edit its name or amount.”


When you created the invoice, there is a Credit available, to apply to the invoice. Or, go back to that payment and Now you can apply it to the invoice that shows now, because now, it exists.


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