Hello,
I've never used QB before but I'm setting up the basics now. I've created invoices for a customer and it shows me how much a client owes when I click on customers. How do I change an invoice to paid? This way I can see their correct due.
Thanks
Receive a payment for the full amount.
Thanks - is there a way to record more than one payment per customer. The way I'm doing it, I can only fill in the full amount for one outstanding invoice at a time and then I have to save and close and go back in for each payment for each client.
Choose Save and New rather than Save and Close for each receipt you need to record. If its one customer splitting a total check between different jobs then make sure you setup jobs for the customers. You can, if you have jobs setup, just select the head customer, record the amount and select all invoices for jobs under that customer. I don't like this method because it messes with Quick Reports. By taking the time to record each payment to its correct job you can, at any time, use a Quick Report on a particular customer/job and see all invoices with the payments applied correctly.
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