Right-click the name of the customer that you would like to merge and then tap Edit Customer: Job.Copy the name of the customer that would like to keep.Fill in all the required information and press OK.Right-click on the "Customer Center" page and pick New Customer. ![]() All you need to do is create a new customer and merge the two to eliminate the glitch or error. Although this is supposed to happen, sometimes your product can receive glitches or errors to cause small inaccuracies like the one you're encountering with the customer's balance. The way QuickBooks is designed when saving a sales receipt it should be applied to your customer's balance. However, you're having issues with the sales receipt not applying to the customer's balance. This will be the best way to record this information in QuickBooks Desktop (QBDT). Good Morning, is the answer to your first question about entering sales receipts. And now, the clarity of the credit memo existing = I know I applied their prepayment, because that is why I use Credit Memos and now you Also get to put a Date on the Credit Memo to apply their prepayment and control this for "partially paid by prepayment" to avoid the Cash Basis weighted allocation as the Invoice date. If you use Invoice for $100, and credit memo to make the $100 prepayment available, then in Transaction listings in Customer Center and in reports, you see $100 invoice and $100 credit memo. It shows as a $100 sale on Sales reports, but in Transaction Listings, the invoice ended as $0. Every time you look at that, you need to double-click to Open it to find the Actual Sales amount was $100. Example: $100 invoice with $100 prepayment entered directly on it = $0. Example: If you get prepayment and the invoice has that as negative, your Transaction List and report will show the invoice amount reduced. In Customer Center and in Transaction Listing reports, you will see the Transaction as a row with its amount. Here is another reason I stopped doing this, however: We don't even have sales tax consideration. A $100 sale with 7% sales taxes, that is Half-paid, will = $50/$107 Cash Basis Paid for that date. If there is Sales Tax, that also is Partially owed. If that prepayment makes a Partial Payment, this is Partially paid and Weighted allocation. Here is what happens and why I do not recommend this method:Įvery invoice that has any negative on it, this is the Date of that payment, applied to the invoice = Paid on Cash Basis. Or, is there a reason it shouldn'tīe done this way with progress invoicing?" (e.g., Client Phase Payment) with a qty of -1 is added to the invoiceĪlong with the amount of the payment. Invoices? With this method, instead of using a credit memo, a line item Payments (carried as liabilities until the work has been performed) to not for resale: report is sold exclusively by Blue Rock.This also be done as suggested in QB Help when applying upfront. ![]()
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