invoice listing paid on account

I use qb pro 5.0 and am wondering what the correct way is to list paid on account amounts so the customer can see everything on one invoice. There doesn't seem to be a way to do this. For example, I list all the materials purchases and then labor, but I want to show and deduct a payment of 700.00 from the amount owed.

Reply to
edswoods.1
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I use a comment.

"This invoice does not reflect the down payment of $700.00. Please deduct $700.00 from the total listed before remitting. Thank you."

Best I could think of at the time.

Reply to
HeyBub

It'll do in a pinch. Thanks.

Reply to
edswoods.1

Uh, how about paying those amounts to an invoice? Once that is done when you print the invoice you will see the payment and the balance.

Reply to
Golden California Girls

You see the total amount of all payments and credits. They are not detailed however. The comment in the invoice is a useful addition.

I keep a few 'text items' in my item list, and use them regularly.

For advanced payments I normally include an amount of deposit requested, and put that text on the estimate.

When billing for the completed job, I change the text item from the one for 'deposit requested' to one for invoices, 'payments received'. It reads something like this "payment has been applied to this invoice. Chk #, Date xx/xx/xxxx, Amount $xx.xx The balance due reflects this payment"

I save the invoice, then apply the credit(s), making sure to print a copy for my customer AFTER the credits have been applied.

Reply to
Lisa C

Hey! That works for me. Thank you very much.

Reply to
edswoods.1

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