I have a $300 credit for a client that is unapplied on a payment recorded through Receive Payments. He paid in advance. I create a new invoice for time and expenses, but there seems to be no way to apply the existing credit to this invoice or mark the paid portion on the invoice. I've read through the help files and says nothing about how to do it..
Thanks for the help. Very counterintuitive....
Jeff ~~~~~~~~~~~~ Jefferis Peterson, Pres. Web Design and Marketing
Receive Payment, select the Customer, leave the amount blank. Highlight the Invoice (preferably clicking anywhere EXCEPT the first column), then "Set Credits".
Okay, I can check apply credits, but it doesn't show on the invoice, so if I were to print the invoice, it would still look as if the client owes me the entire amount. There seems to be no way to make the invoice show the balance due and send that...
~~~~~~~~~~~~ Jefferis Peterson, Pres. Web Design and Marketing
Windows versions have a "Payments/Credits and Balance" feature which you can add to an Invoice template: Customize > Edit > Footer. I don't know if this applies to Mac versions.
Windows versions also have an option to print a "Status Stamp" - paid invoices are printed with a "PAID" stamp: Customize > Edit > Format). This would affect only fully-paid invoices, not partially paid. I don't know if this applies to Mac versions either.
If these features aren't available for the Mac, you'll have to print Statements.
Nope, can't do it on a Mac. Only add it to statements. ~~~~~~~~~~~~ Jefferis Peterson, Pres. Web Design and Marketing
No, I can't find it in templates.
Jeff ~~~~~~~~~~~~ Jefferis Peterson, Pres. Web Design and Marketing
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