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QuickBooks Team

Re: Credit Memo's and Receiving Payments

Hello @LinWesty,


As of this time, there isn't any alternatives you can invoice to your neighbors as you request for contributions.


However, you can start creating an estimate then convert it to an invoice once you receive the payment. I'm here to walk you through the steps.


To start, here's how you can create an Estimate:

  1. Go to the Plus icon.
  2. Under Customers, choose Estimate.
  3. Enter information as needed such as the Customer, the Expiration date, and the PRODUCT/SERVICE.
  4. Click Save and close.

Secondly, create an invoice to change the status of your estimate once the contribution has been issued.


Here's how:

  1. Go to the Sales page, then All Sales.
  2. Find the estimate.
  3. Under the ACTION column, click Create invoice.
  4. Choose the Remaining total of all lines option for the pop-up message.
  5. Select Create invoice.
  6. Check and verify the information on the invoice.
  7. Click Save and close.

Once done, you can click the Receive payment option on the invoice to record the payment received.


I've attached an article you can read to learn more about the steps above: Set Up and Use Estimates and Quotes.


You can check out this article for future reference: Import Custom Form Styles for Invoices or Estimates.


I'll be always around here in the community if you have any other questions.

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