Payments and credits after......

Hi there, PoolWife.

Thank you for your help

I just remembered that last month, I changed the “paid by” date to isolate credits on 1 invoice. I guess It changed for all. Before I did that, it was all credits shown. I can not remember where I changed that date.

Secondly, How does someone handle regular monthly invoices and larger deposit projects (50% now – 50% later) without all jumbling up. I think that client will need to have 2 accounts, 1 for regular monthly and a second for the bigger job that may span over a 2-3 months.

This is from an invoice:

       - Other payments and credits after 04/30/2020 through 04/30/2020 -

I need to somehow change these dates to the current entire month please

Thank you for getting back to us here on the Community page, @PoolWife.

At this time, you can visit the Audit Log report to review what payment or payment date you made the changes to. Also, you can check whatever changes on your transactions for a certain period.

Here's how:

1. From the Gear icon, select Audit log under Tools.
2. Click on the drop-down arrow under Filter, then filter the date, user/s, or events you want to display.
3. Tap Apply.
4. Review the event's history to check for the changes in your transactions.

If you want to update the dates of your transactions, you can do it manually.

On the other hand, you can create a sub-customer for your monthly invoices and one for the job with larger deposits to handle them accordingly. Or, you can use the project feature that is available for QuickBooks Online Plus, Advanced, and Accountant.

To create a sub-customer:

1. Click on Sales at the left pane, then select Customers.
2. Tap on New Customer beside Customer Types.
3. Fill in the necessary information then check the box beside Is sub-customer section.
4. Select a parent customer, then choose whether you will bill with that customer or with the parent.
5. Once completed, click Save to record the information. 

When creating transactions for your regular monthly invoices, choose the correct sub-customer same when creating larger jobs.

Let me know if you have any other questions. I'm always here to help. Have a good day!

I still cant change the invoice dates. In the below example they have paid their bill in May, but I don't know how to change the "Other payments and credits" from April 30 only. Please help!

Hello there, @PoolWife.

I can help you change the invoice date in QuickBooks Online.

Here's how:

1. Go to the Sales menu, then select Invoices.
2. Choose the customer you want to run.
3. From the invoice window, change the date.
4. Once done, click Save and close, then select Yes to confirm.

For reference, check out this helpful article on how to record invoice payments: Record customer payments.

Please drop a comment below if you have other questions. I'm always here to help.

Thank you for your response, but I don't think that is what I need to change. I need it to add at all payments in May. Currently the invoice is printing April 30 through April 30.  The balances are correct when I look at their overall account balance, it is 188.99 because they did pay 269.24 on May 4th, but is is only printing on April 30

I appreciate the details that you gave, @PoolWife.

Allow me to provide some insights about how QuickBooks Online prints transactions.

QuickBooks Online is date driven. This means the information that will appear on the printed invoice is based on the date as to when the transaction was generated, and not with the payment date. This is why the payment date for May is not showing up since you've paid an invoice for April.

To view the exact payment date of the transaction, you may open the invoice and click on the 1 payment made button at the upper right section.

To give you more details on how the system build the elements of transactions and reports, you may check out this link: Targets vs. Sources overview.

I'm also adding here a reference about receiving payments and on how to fix printing issues in QuickBooks Online:

• Record invoice payments in QuickBooks Online
• Fix QuickBooks Online printing issues on browsers for Windows

Let me know if need further assistance in this concern. I'll be around to help you out. Have a good one!