How can I set up QB online to show deposit and final payment on invoices? My customers pay a deposit when the invoice is created and pay the balance when they pick up.
When they pay the balance invoice shows total payment but not the last payment. For example: $400 total invoice, $150 deposit, balance of $ 250 paid a week later. Invoice shows payment of $400 but not the breakdown.
Let's run the Customer Balance Detail report and make sure the Report period and the Aging method are correct. You can either choose the Custom or All Dates option under the Report period to ensure the invoices will show.
On the left navigation bar, click Reports.
Run the Customer Balance Detail report.
Select the correct Report period and the Aging method.