When I follow the QB instructions (Help/Bad Debts) at the point where is says to "place a check mark in front of the item that will not be paid" I get a warning that says "You cannot apply an amount greater than the total payment plus any existing credits." What causes this and how do I overcome it?
When you "click" on the invoice don't put a check mark in the first column. Just highlight the line. Then click on Discount and Credits to continue with the instructions.
The QB help file assumes you are getting a partial payment and writing off the rest, but doesn't say so. Like much of Intuit, close but no cigar.
The error message that Rosie is getting is the result of putting a check mark in the first column selecting that invoice when the amount is zero. Leaving the check mark off will prevent the error and you can apply a 100% discount to post the amount to Bad Debt.
I know the error she is getting. Did you read what I said? Intuit help file makes assumptions on what data you have to enter and they don't bother and tell you about it.
We read what you said. Did you ever enter a partial payment? If you did then you should have noticed a pop-up that guides the user if they want to write off the balance.
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