Invoice

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Invoice: I frequently use invoices that are paid partially. How do I display the “amount received” to my clients so that they see that the proper amount has been deducted? “amount received” is clearly shown when I open an invoice on quickbooks online, allowing me to see the original balance, amount received, and remaining amount due, but when the invoice is sent to the client, the “amount received” is not shown. So, the client is left wondering why an invoice for say $100 has a balance due of $44 because the invoice does not show $56 has been received….

Answer 1:

I can help share a method to let your client see their invoice payment or the “amount received”.

 

Currently, the option to add the amount received in an invoice template is unavailable. For now, you can use the statement to let your client know about their payments.

 

I recommend using the Transaction Statement […]

Resolution for 'Invoice issue: 'I frequently use invoices that are paid partially. How do I display the “amount received” to my clients so that they see that the proper amount has been deducted? “amount received” is clearly shown when I open an invoice on quickbooks online, allowing me to see the original balance, amount received, and remaining amount due, but when the invoice is sent to the client, the “amount received” is not shown. So, the client is left wondering why an invoice for say $100 has a balance due of $44 because the invoice does not show $56 has been received….' available: Yes.

The Invoice 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 Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'I frequently use invoices that are paid partially. How do I display the “amount received” to my clients so that they see that the proper amount has been deducted? “amount received” is clearly shown when I open an invoice on quickbooks online, allowing me to see the original balance, amount received, and remaining amount due, but when the invoice is sent to the client, the “amount received” is not shown. So, the client is left wondering why an invoice for say $100 has a balance due of $44 because the invoice does not show $56 has been received….', click the link below:

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Invoice: Hello, need some help as I feel I am making a mess of our Quickbooks Online records. My wife runs a wedding design business. It is common for her to prepare an estimate for a client in Year 1 for services to be provided a few months later or in a separate fiscal year altogether, e.g. Year 2. In the meantime, the client sends a payment for an initial payment of 25% of the total price and makes subsequent payments right up to the wedding event date. First, we started by issuing invoices and receiving payments against the invoice. However, at tax time, it caused confusion because the invoice date triggered revenue for the event to be recognized (even though the event doesn’t take place until the next year…and not all the payment amounts have been received). My bookkeeper advised we only issue Estimates, receive payments as Credits for the customer, and issue the invoice closer to the event date applying all the received payments. We are doing this now but have a few issues- 1) Estimates don’t show payments to date and balance due so we have to separately email clients what they have paid/owe; 2) No live link to the Estimate so we can’t see how often the Client has viewed it. And 3) I feel I’m just doing it wrong and there has to be an easier way. I believe we are recognizing revenue on an accrual basis which is why we are using invoices to determine revenue recognition. Would it be easier to simply change the “invoice date” after an invoice is created to the future wedding event date and simply receive payments as they come due and apply to the invoice? If this solves the revenue recognition issue, we can revert back to what we originally did that kept things simple and provided audit history details, balance due information, etc. Thank you.

The suggestion you’ve shared, which is to issue an invoice dated August 2021, also works. However, I’d recommend reaching out to your Accountant. They’re the best support that can guide on what’s the best way to record the invoice.

 

I’ve also added these articles for more information when recording an invoice:

 

    […]

Resolution for 'Invoice issue: 'Hello, need some help as I feel I am making a mess of our Quickbooks Online records. My wife runs a wedding design business. It is common for her to prepare an estimate for a client in Year 1 for services to be provided a few months later or in a separate fiscal year altogether, e.g. Year 2. In the meantime, the client sends a payment for an initial payment of 25% of the total price and makes subsequent payments right up to the wedding event date. First, we started by issuing invoices and receiving payments against the invoice. However, at tax time, it caused confusion because the invoice date triggered revenue for the event to be recognized (even though the event doesn’t take place until the next year…and not all the payment amounts have been received). My bookkeeper advised we only issue Estimates, receive payments as Credits for the customer, and issue the invoice closer to the event date applying all the received payments. We are doing this now but have a few issues- 1) Estimates don’t show payments to date and balance due so we have to separately email clients what they have paid/owe; 2) No live link to the Estimate so we can’t see how often the Client has viewed it. And 3) I feel I’m just doing it wrong and there has to be an easier way. I believe we are recognizing revenue on an accrual basis which is why we are using invoices to determine revenue recognition. Would it be easier to simply change the “invoice date” after an invoice is created to the future wedding event date and simply receive payments as they come due and apply to the invoice? If this solves the revenue recognition issue, we can revert back to what we originally did that kept things simple and provided audit history details, balance due information, etc. Thank you.' available: Yes.

The Invoice 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 Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'Hello, need some help as I feel I am making a mess of our Quickbooks Online records. My wife runs a wedding design business. It is common for her to prepare an estimate for a client in Year 1 for services to be provided a few months later or in a separate fiscal year altogether, e.g. Year 2. In the meantime, the client sends a payment for an initial payment of 25% of the total price and makes subsequent payments right up to the wedding event date. First, we started by issuing invoices and receiving payments against the invoice. However, at tax time, it caused confusion because the invoice date triggered revenue for the event to be recognized (even though the event doesn’t take place until the next year…and not all the payment amounts have been received). My bookkeeper advised we only issue Estimates, receive payments as Credits for the customer, and issue the invoice closer to the event date applying all the received payments. We are doing this now but have a few issues- 1) Estimates don’t show payments to date and balance due so we have to separately email clients what they have paid/owe; 2) No live link to the Estimate so we can’t see how often the Client has viewed it. And 3) I feel I’m just doing it wrong and there has to be an easier way. I believe we are recognizing revenue on an accrual basis which is why we are using invoices to determine revenue recognition. Would it be easier to simply change the “invoice date” after an invoice is created to the future wedding event date and simply receive payments as they come due and apply to the invoice? If this solves the revenue recognition issue, we can revert back to what we originally did that kept things simple and provided audit history details, balance due information, etc. Thank you.', click the link below:

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Invoice: How do I apply credit to customer’s invoice

It’s easy to apply a credit memo to a customer’s invoice, let me show you.

Have you created the credit memo in QuickBooks? If not, then you can create a credit memo first, and then apply it later on to the customer’s invoice.

Here’s how you can create the credit memo:

  1. Click […]

Resolution for 'Invoice issue: 'How do I apply credit to customer’s invoice' available: Yes.

The Invoice 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 Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'How do I apply credit to customer’s invoice', click the link below:

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Invoice: How should I apply a payment to an invoice when the fees are deducted prior to the bank deposit (Braintree deposits are less than the invoice because the 2.9% fee) When receiving Braintree deposits, the fees are already removed from my customer payments. So when applying the payment the amount is less than the invoice. What is the best way to apply these Braintree payments to my invoices?

On the receive payment screen, enter the full amount of the invoice so the invoice can be paid. On the make a deposit screen, check off the customer payment being deposited, then on the next line enter the credit card discount as a negative number. This will match what Braintree […]

Resolution for 'Invoice issue: 'How should I apply a payment to an invoice when the fees are deducted prior to the bank deposit (Braintree deposits are less than the invoice because the 2.9% fee) When receiving Braintree deposits, the fees are already removed from my customer payments. So when applying the payment the amount is less than the invoice. What is the best way to apply these Braintree payments to my invoices?' available: Yes.

The Invoice 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 Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'How should I apply a payment to an invoice when the fees are deducted prior to the bank deposit (Braintree deposits are less than the invoice because the 2.9% fee) When receiving Braintree deposits, the fees are already removed from my customer payments. So when applying the payment the amount is less than the invoice. What is the best way to apply these Braintree payments to my invoices?', click the link below:

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Invoice: I have a customer that fully paid their invoice up front for two student enrollments in our program (so, two line items on the invoice). She now needs to un-enroll one of the students. We’ve given her the refund, but it’s unclear how to record this in QBO. We tried creating a Credit Memo, but it won’t let us apply it to the invoice in question, since the invoice has already been paid.

A c/memo is only used to credit the customer in AR, which is not what you did. You gave them money, so it’s a Refund Receipt, which reduces your bank balance. The original invoice is not involved in the new transaction

Resolution for 'Invoice issue: 'I have a customer that fully paid their invoice up front for two student enrollments in our program (so, two line items on the invoice). She now needs to un-enroll one of the students. We’ve given her the refund, but it’s unclear how to record this in QBO. We tried creating a Credit Memo, but it won’t let us apply it to the invoice in question, since the invoice has already been paid.' available: Yes.

The Invoice 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 Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'I have a customer that fully paid their invoice up front for two student enrollments in our program (so, two line items on the invoice). She now needs to un-enroll one of the students. We’ve given her the refund, but it’s unclear how to record this in QBO. We tried creating a Credit Memo, but it won’t let us apply it to the invoice in question, since the invoice has already been paid.', click the link below:

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Invoice: How can I change the Income Account for PayPal sales transactions to be the Chart of Accounts? Clicking on the PayPal App Actions/Settings did not take me to Settings. I followed this article, but clicking on the PayPal App Actions/Settings took me to the Banking area, not the App Settings. https://quickbooks.intuit.com/learn-support/en-us/product-preferences/modify-settings-for-sync-with-…

Hi again,

 

I wanted to post the answer here for others who may be experiencing the same problem. I talked with Denise via Quickbooks phone support and she was so helpful. Here’s what we did to fix the problem.

 

1) Click on Invoicing on the left menu, then Products and Services, then […]

Resolution for 'Invoice issue: 'How can I change the Income Account for PayPal sales transactions to be the Chart of Accounts? Clicking on the PayPal App Actions/Settings did not take me to Settings. I followed this article, but clicking on the PayPal App Actions/Settings took me to the Banking area, not the App Settings. https://quickbooks.intuit.com/learn-support/en-us/product-preferences/modify-settings-for-sync-with-…' available: Yes.

The Invoice 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 Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'How can I change the Income Account for PayPal sales transactions to be the Chart of Accounts? Clicking on the PayPal App Actions/Settings did not take me to Settings. I followed this article, but clicking on the PayPal App Actions/Settings took me to the Banking area, not the App Settings. https://quickbooks.intuit.com/learn-support/en-us/product-preferences/modify-settings-for-sync-with-…', click the link below:

Details

Invoice: I am a consultant and bill my clients for hours worked. One of my clients recently asked me to start invoicing him every two weeks rather than twice-monthly. This means that some invoices will cross a month-end boundary and include hours worked for two different months. As I am using accrual-based accounting, I would like the Invoice & Payment to be split so that the proper amount of sales are recorded for the correct months. I have been using the weekly timesheets and when I add the time entries to my Invoice I have been combining all like entries into a single Invoice Line Item. I provide weekly timesheets separately and that detail doesn’t need to be included in the invoice. How do I need to go about creating the Invoice and applying the single Payment so that it is split across the two calendar months? Thanks, Daniel

As of now, there’s no way to create an invoice that separates income into different periods. There is a workaround, but it involves an extra step at the end of each month. More specifically, you will create a month-end zero-balance invoice under this customer; this will accrue any uninvoiced services […]

Resolution for 'Invoice issue: 'I am a consultant and bill my clients for hours worked. One of my clients recently asked me to start invoicing him every two weeks rather than twice-monthly. This means that some invoices will cross a month-end boundary and include hours worked for two different months. As I am using accrual-based accounting, I would like the Invoice & Payment to be split so that the proper amount of sales are recorded for the correct months. I have been using the weekly timesheets and when I add the time entries to my Invoice I have been combining all like entries into a single Invoice Line Item. I provide weekly timesheets separately and that detail doesn’t need to be included in the invoice. How do I need to go about creating the Invoice and applying the single Payment so that it is split across the two calendar months? Thanks, Daniel' available: Yes.

The Invoice 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 Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'I am a consultant and bill my clients for hours worked. One of my clients recently asked me to start invoicing him every two weeks rather than twice-monthly. This means that some invoices will cross a month-end boundary and include hours worked for two different months. As I am using accrual-based accounting, I would like the Invoice & Payment to be split so that the proper amount of sales are recorded for the correct months. I have been using the weekly timesheets and when I add the time entries to my Invoice I have been combining all like entries into a single Invoice Line Item. I provide weekly timesheets separately and that detail doesn’t need to be included in the invoice. How do I need to go about creating the Invoice and applying the single Payment so that it is split across the two calendar months? Thanks, Daniel', click the link below:

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Invoice: How to disable the option of “Creating by QB Online to link credits to charges”?

The message you are seeing means the system has auto applied a credit note to an open invoice for the customer you are working with. You will seee this memo when you receive payment.

 

But no worries, you can turn Off the option to automatically apply credits to invoices.

 

Here’s how:

  1. Sign in to […]

Resolution for 'Invoice issue: 'How to disable the option of “Creating by QB Online to link credits to charges”?' available: Yes.

The Invoice 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 Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'How to disable the option of “Creating by QB Online to link credits to charges”?', click the link below:

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Invoice: I sell products to a distributor. The distributor offers services to me such as featuring my products in their catalog. I pay the distributor for these services through a reduction on the invoice for the products I sell them. Ex: – I invoice them for $1,000 worth of product. – They feature my products in their catalog for $100. – They pay me $900 instead of the $1,000. How do I record this? First thought was Credit Memo but I don’t think that will work.

@VBurgs wrote:
I sell products to a distributor.  The distributor offers services to me such as featuring my products in their catalog. I pay the distributor for these services through a reduction on the invoice for the products I sell them.

 

Ex: 

– I invoice them for $1,000 worth of product. 

– They feature […]

Resolution for 'Invoice issue: 'I sell products to a distributor. The distributor offers services to me such as featuring my products in their catalog. I pay the distributor for these services through a reduction on the invoice for the products I sell them. Ex: – I invoice them for $1,000 worth of product. – They feature my products in their catalog for $100. – They pay me $900 instead of the $1,000. How do I record this? First thought was Credit Memo but I don’t think that will work.' available: Yes.

The Invoice 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 Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'I sell products to a distributor. The distributor offers services to me such as featuring my products in their catalog. I pay the distributor for these services through a reduction on the invoice for the products I sell them. Ex: – I invoice them for $1,000 worth of product. – They feature my products in their catalog for $100. – They pay me $900 instead of the $1,000. How do I record this? First thought was Credit Memo but I don’t think that will work.', click the link below:

Details

Invoice: Hi! I am a bit confused, hoping I could get some help as this might sound silly..when create an invoice for a customer as in we are billing them, how do I create the invoice WITHOUT emailing the customer? Some customers request a paper invoice. But if I do that it shows the invoice as “unsent”, what can I do to show it has been sent without emailing them? Thank you so much in advance:)

Not silly at all.  You can check print box and uncheck the email box.    You will only be able to see that it was printed and know that it was sent from that.  You cannot show it as sent without emailing it.  I suppose you could email it to […]

Resolution for 'Invoice issue: 'Hi! I am a bit confused, hoping I could get some help as this might sound silly..when create an invoice for a customer as in we are billing them, how do I create the invoice WITHOUT emailing the customer? Some customers request a paper invoice. But if I do that it shows the invoice as “unsent”, what can I do to show it has been sent without emailing them? Thank you so much in advance:)' available: Yes.

The Invoice 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 Invoice issue yourself by looking for a resolution described in the article. If it is a complex Invoice issue or you are unable to solve the issue, you may contact us by clicking here or by using other Invoice support options.

For more information about resolving issues related to Invoice in Quickbooks/QBO or to get support for the issue 'Hi! I am a bit confused, hoping I could get some help as this might sound silly..when create an invoice for a customer as in we are billing them, how do I create the invoice WITHOUT emailing the customer? Some customers request a paper invoice. But if I do that it shows the invoice as “unsent”, what can I do to show it has been sent without emailing them? Thank you so much in advance:)', click the link below:

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