QB Issue Resolution:

Thanks for coming back to the Community, branholm.

 

I’m here to ensure you can effectively track the deposit so it won’t throw off your records.

 

As mentioned by our Established Community Backer @Rustler, create an invoice so the client can send the deposit. Once you receive the payment, delete the invoice and create a new one for the actual purchase.

 

That way, it won’t create a duplicate in your account. Next, input the actual payment and then enter the deposit to properly record the transaction.

 

To receive payment:

 

  1. Go to the Plus icon (+) at the top.
  2. From the Customers section, select Receive Payment.
  3. Choose the name of the customer from the drop-down menu.
  4. From the Outstanding Transactions section, select the transaction that you’d like for  QBO to calculate.
  5. Select the payment method.
  6. Click on Save and close.

 

You’ll find the detailed the instructions on how to create a bank deposit through this link: Bank deposit.

 

That’ll do it. The resolution steps will point you in the right direction today.

 

If there’s anything else that I can help you with, don’t hesitate to post a comment below. I’ll be glad to assist you further. Wishing you the best.

Resolution for Issue 'A customer of ours is planning to make a purchase in the new year, but is asking if they can pay now in advance in order to utilize funds from the current budget. I’m wondering if I can invoice a customer to establish a credit on their account which can then be used later to apply to the invoice when they decide what exactly they need to purchase in January. I considered a Sales Receipt but the problem is that I need to provide their contact with an invoice so that their business office can authorize and make arrangement for a payment.' available: Yes (Solved).
Source: Intuit Community forum.

A customer of ours is planning to make a purchase in the new year, but is asking if they can pay now in advance in order to utilize funds from the current budget. I’m wondering if I can invoice a customer to establish a credit on their account which can then be used later to apply to the invoice when they decide what exactly they need to purchase in January. I considered a Sales Receipt but the problem is that I need to provide their contact with an invoice so that their business office can authorize and make arrangement for a payment.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

Support for Advance Payment
Quickbooks Repair Pro will resolve it efficiently and affordably. Guaranteed resolution of your issue, or you pay nothing!

Error Recovery for Advance Payment [Canada]
E-Tech is the #1 Quickbooks data migration and Conversion service provider.

Get 50% off Quickbooks Online

Click Here for 50% off!

Additional Support Options: