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cbanotai
Level 1

How do you apply a check from a customer who has paid in avance for products?

How do you apply acheck from a customer who has paid in advance for products? Do you do an invoice or a credit memo?
2 Comments 2
SarahannC
Moderator

How do you apply a check from a customer who has paid in avance for products?

Hello there, @cbanotai.

 

Yes, you create an invoice to link the advance payment made from your customer.

 

In QuickBooks Online, you can utilize the Receive Payment feature to apply the check from your customer who made a prepayment. Here's how:

 

First, make sure you've recorded your customer in your QBO account. If not yet, go to Sales and select Customers to enter their information. 

 

Create an invoice. Then, follow these steps:

 

  1. Select + New
  2. Select Receive Payment
  3. Create a receive payment by select a customer using the dropdown arrow.
  4. Select Check under the Payment method field.
  5. Under the Account column, select the invoice.
  6. Then, enter the amount of payment received select Save and New.

 

Another option is to create a sales receipt (once you they received the products. Just make sure to set the correct date when the payment is made. 

 

To manage your sales forms, you can gather more tips from these links:

 

Visit again if you need anything else about recording transactions in QuickBooks. Take care and stay safe, cbanotai.

SarahannC
Moderator

How do you apply a check from a customer who has paid in avance for products?

Hi cbanotai,


Hope you’re doing great. I wanted to see how everything is going about applying a check from a customer who has paid in advance. 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 anytime.


Looking forward to your reply. Have a pleasant day ahead!

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