Hi:
I use Quickbooks 2004 PRO and, although it is outdated, it does everything I need here at a non-profit distribution center.
Is there a way, when I'm creating an invoice, to be alerted that a customer has credit that could be applied?
It would be nice for the invoice to somehow point this out to me.
Even better would be for the invoice to show the credit in the calculations on the invoice.
Thanks in advance,
C.
Help?
Create your invoice while in the Customer Center so that you can see the customer's current balance.
Laura: Thank you for a simple solution to a simple problem. I was trying to make it too hard I guess.
On the Invoice screen there's a button near the total area for applying credits directly from the invoice screen.
Peter
I guess QB 2004 Pro doesn't have that feature. I have tried to customize the invoice to find such an option but cannot find it.
Maybe I just don't know how to activate it.
Sardine
Sardine wrote: ...
...
I'm using an even older version so I'll not speculate on what is/isn't the actual implementation in QB '04, but...
While an invoice is open, go to the "How Do I?" help button and look through the menu choices -- under "Receive payments and..." there's an item on that submenu of "Enter a payment when customer has credit" that explains how to make it happen automagically.
Assuming the help topics headings are similar that should lead you to the applicable steps for your version.
--
DPB:
Thanks for the info, I have that in my qb2004 and will play with it to see what I can do with it.
Sardine
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