I can help you with the steps on how to correct your invoice, @BKdk78.
You can do it by editing the payment transaction. Let's go to your invoice to see the payment attached to it.
Here's how:
- Open the invoice in question, then go to the Reports tab at the top.
- Select Quick Report. This will bring up the Customer QuickReport page. Then, double-click on the payment transaction.
- Change the Payment Amount field and the Payment column on how much is the exact amount paid.
- Tick Save & Close. Then, Yes when prompted. Close out the report by hitting the X icon at the top right of your screen.
After editing the payment, add a new line item on your invoice for your bank charged. Here are the easy steps.
- Go back and open your invoice. Under Item Code column, click on the next line item and then choose <Add New>.
- A New Item window will open, pick Service as Type on the drop-down. Write the Item Name and make sure you're selecting your expense account under Account. It's an account where you record your bank charges.
- Snap the OK button.
Once you're done adding an item, enter the bank charged amount under the Amount column on the invoice. You can learn more about processing payments at this link.
If you need help with other customers or A/R tasks, please visit our page. It contains our general customer topics with articles.
Keep me posted if you still need help about invoices. I'm always here to lend a hand. Have a wonderful day ahead.
