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A
arshia200
November 11, 2020
Question

Received Underpayment

  • November 11, 2020
  • 1 reply
  • 6 views

We received an underpayment from one of our customers who was doing an international money transfer to us and put the transaction charges on us, hence the underpayment.

 

I already had made a invoice for this customer on quickbooks with the original (not underpaid) amount.

My question is, since the transaction charges is an expense for us, should I enter it as a bill ? Can I LINK the transaction charges entered as an expense with the underpaid invoice ? Is there any way to do this.

 

If not, what are the correct steps to be followed in this case ?

1 reply

RenjolynC
RenjolynC
Level 9
November 11, 2020

I'll share a way on how you can resolve the underpayment, arshia200.

 

Let's open the invoice and make a payment by following these steps:

 

  1. Go to Customers > Customer Center.
  2. Select the customer's name and open the invoice.
  3. From the Main menu, click the Receive Payments button.
  4. In the Receive Payments window, select the invoice you want to pay.
  5. Enter the underpaid amount in the Payment column. 
  6. Choose the option that applies under the UNDERPAYMENT section.
  7. Hit Save & close twice.

Please see this sample screenshot for a visual reference:

 

 

You can also read this article for more information: Get started with customer transaction workflows in QuickBooks Desktop.

 

For any follow-up questions, please feel free to leave a reply and I'll get back to you as soon as I can. Take care and stay safe.

    S
    SHaynes1101
    June 14, 2023

    This was so simple in the desktop version.  Do you know how to do this in QB Online? I can't figure it out and no one seems to know when I call them for help.

     

    Thank you!

    Suzanne

    R
    RCVQuickBooks Team
    QuickBooks Team
    June 28, 2023

    Excellent help for my situation. Thanks.


    We appreciate you for coming back, Es65.

     

    Thank you very much! I appreciate you taking the time to let us know that my colleague's solution was able to assist you. I also commend you for following the suggestions and utilizing all of your resources to arrive at the solution you have now.

     

    As always, the Community is brimming with professionals who are knowledgeable in every aspect of QuickBooks, so please don't hesitate to contact us here if you have any questions. We're always happy to assist you on your way to victory. I wish you and your company continued success!

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