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TWO INVOICES for my customers? Major pain point

MAJOR pain point. For e-invoicing in Quickbooks, in order to collect a cash or check deposit from a customer, I am being told by customer service that I have to create TWO INVOICES for my customers. One to collect a deposit and a 2nd to collect final payment. WHY can I not consolidate everything under one invoice per customer? This will make less confusion for the customer and will cut down on additional invoicing on the office end. Lots of businesses request deposits and having to make TWO invoices per customer just doubles the work. For a small business program, you'd think this would be a consideration.

2 Comments
BRC
Established Community Backer ***

Re: TWO INVOICES for my customers? Major pain point

You can apply as many payments as you want to one invoice.  I don't see a reason to create two invoices just to receive two payments.

Established Community Backer ***

Re: TWO INVOICES for my customers? Major pain point

You control what you need and how you are doing it, but there are Reasons to do it like this: "One to collect a deposit and a 2nd to collect final payment. WHY can I not consolidate everything under one invoice per customer?"

 

Example:

 

I am going to install your new carpeting and require 50% up front; you are Not paying for half the installation or half the carpet now. I am charging you a Prepayment or Deposit. That's the item I list on the first invoice or use on a Sales Receipt.

 

Then, later, I bring the new carpet and install it. I charge you this invoice in Full. I also make a credit memo for your Prepayment item and apply this to the Gross Invoice, the Actual Sale, to show it is partially paid, already.

 

And the Date of the invoice or sales receipt is the date of the sale. Also, if you are subject to Sales Taxes, that's why all of this matters. And if that carpet is in inventory, and I charge you 50% of it as if that is the prepayment, that implies I just removed 50% of your carpet from my inventory, but if that is not the reality of the situation, that's why you do Not make it as one invoice.

 

Hope that helps.

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