Payment

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:

Click […]

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

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

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

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

For more information about resolving issues related to Payment 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:

A customer credit memo, because intuit does NOT follow accounting procedures, holds that credit memo in the A/R account, lowering the balance. Depending on the total of outstanding invoices, the balance sheet could show a negative amount for A/R, and will definitely show a low value if not. Good luck explaining that […]

Resolution for 'Payment issue: 'Hi, I’ve received approx. 50k beginning of the year from a Customer as Cash Advance to cover costs of my operations. In return for services rendered, we can now send an invoice for approx. 40k. I want to offset the Cash Advance with the invoice (so there is still a 10k cash advance left as liability). I booked the original deposit as a current liability, but I cannot seem to offset my invoice with this account…? The invoice automatically books A/R (Debit) and Sales (Credit) Do I need to do this with a manual entry? How would that work? Any suggestions would be appreciate, because I can’t seem to find a solution to this problem. I’m not a full time accountant…start-up life :/' available: Yes.

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

For more information about resolving issues related to Payment in Quickbooks/QBO or to get support for the issue 'Hi, I’ve received approx. 50k beginning of the year from a Customer as Cash Advance to cover costs of my operations. In return for services rendered, we can now send an invoice for approx. 40k. I want to offset the Cash Advance with the invoice (so there is still a 10k cash advance left as liability). I booked the original deposit as a current liability, but I cannot seem to offset my invoice with this account…? The invoice automatically books A/R (Debit) and Sales (Credit) Do I need to do this with a manual entry? How would that work? Any suggestions would be appreciate, because I can’t seem to find a solution to this problem. I’m not a full time accountant…start-up life :/', click the link below:

First of all there’s no automatic way to do this. You could add the verbiage to your invoice template.

You should also check the state laws to be sure that this is legal in your state.

Why not just only check off the ACH method when you send an invoice. Then when […]

Resolution for 'Payment issue: 'I want to only charge the customer the credit card fee if they decide to pay with card, but not if they decide to mail the payment or pay with a bank transfer. So, I don’t want the credit card fee to show up in the invoice, but I do want the invoice to note that a service fee will be added for transactions paid with card, and then automatically add that service fee if they click to pay with card.' available: Yes.

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

For more information about resolving issues related to Payment in Quickbooks/QBO or to get support for the issue 'I want to only charge the customer the credit card fee if they decide to pay with card, but not if they decide to mail the payment or pay with a bank transfer. So, I don’t want the credit card fee to show up in the invoice, but I do want the invoice to note that a service fee will be added for transactions paid with card, and then automatically add that service fee if they click to pay with card.', click the link below:

You just changed your Financial History, your Sales, and if that is a tax year already […]

Resolution for 'Payment issue: 'I have an invoice that I created some months ago. We found a problem in it. We updated the invoice in quickbooks. We delivered the invoice via quickbooks. We were asked what changed from the last version of the invoice. Quickbooks doesn’t appear to have any sort of way of changing an invoice that is visible outside of the audit log. I find it hard to be that’s true and am wondering if Quickbooks somewhere says not to update invoices that have been delivered, but to instead do something else. In the meantime, here’s what I’ve been doing: 1. Add a custom field: version 1. On invoice creation, set the version to 1 and save a copy of the quickbooks response 1. On invoice update, get the current version of the invoice from the API, bump the version, update the invoice in quickbooks, and compare the response fields for: balance, total amount, and the line items, and manually diff it, then tell the recipient in a separate communication what’s changed. Are we doing something wrong here? This is a lot of work for something that quickbooks should make a first-class concern: showing what changed. And we know quickbooks has internal versioning because we can see them in the audit log (via the private audit/getTxnAuditHistory API request). Whatever the answer this deserves to be highlighted. I can’t imagine we’re the only company that has to update an invoice after it is delivered.' available: Yes.

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

For more information about resolving issues related to Payment in Quickbooks/QBO or to get support for the issue 'I have an invoice that I created some months ago. We found a problem in it. We updated the invoice in quickbooks. We delivered the invoice via quickbooks. We were asked what changed from the last version of the invoice. Quickbooks doesn’t appear to have any sort of way of changing an invoice that is visible outside of the audit log. I find it hard to be that’s true and am wondering if Quickbooks somewhere says not to update invoices that have been delivered, but to instead do something else. In the meantime, here’s what I’ve been doing: 1. Add a custom field: version 1. On invoice creation, set the version to 1 and save a copy of the quickbooks response 1. On invoice update, get the current version of the invoice from the API, bump the version, update the invoice in quickbooks, and compare the response fields for: balance, total amount, and the line items, and manually diff it, then tell the recipient in a separate communication what’s changed. Are we doing something wrong here? This is a lot of work for something that quickbooks should make a first-class concern: showing what changed. And we know quickbooks has internal versioning because we can see them in the audit log (via the private audit/getTxnAuditHistory API request). Whatever the answer this deserves to be highlighted. I can’t imagine we’re the only company that has to update an invoice after it is delivered.', click the link below:

Details

Payment: I am trying to create a custom invoice template where I can show the client what is being invoiced on this invoice, what has been invoiced to date, and what remains to be invoiced on the project. I cannot find the fields for

1. An Estimate includes what has not yet been invoiced, while an Invoice does not

2. You can create multiple Progress Invoices from a single Estimate (if you turn this feature on)

3. You can include a Statement Summary on Invoices & Include Full Details on emailed Estimates

4. You cannot customize an Invoice to […]

Resolution for 'Payment issue: 'I am trying to create a custom invoice template where I can show the client what is being invoiced on this invoice, what has been invoiced to date, and what remains to be invoiced on the project. I cannot find the fields for' available: Yes.

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

For more information about resolving issues related to Payment in Quickbooks/QBO or to get support for the issue 'I am trying to create a custom invoice template where I can show the client what is being invoiced on this invoice, what has been invoiced to date, and what remains to be invoiced on the project. I cannot find the fields for', click the link below:

Details

Payment: I am trying to create a custom invoice template where I can show the client what is being invoiced on this invoice, what has been invoiced to date, and what remains to be invoiced on the project. I cannot find the fields for “Invoiced” or “Remaining”, which are visible on the Estimate, but I cannot find to put on an invoice. I’m using QBO.

1. An Estimate includes what has not yet been invoiced, while an Invoice does not

2. You can create multiple Progress Invoices from a single Estimate (if you turn this feature on)

3. You can include a Statement Summary on Invoices & Include Full Details on emailed Estimates

4. You cannot customize an Invoice to […]

Resolution for 'Payment issue: 'I am trying to create a custom invoice template where I can show the client what is being invoiced on this invoice, what has been invoiced to date, and what remains to be invoiced on the project. I cannot find the fields for “Invoiced” or “Remaining”, which are visible on the Estimate, but I cannot find to put on an invoice. I’m using QBO.' available: Yes.

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

For more information about resolving issues related to Payment in Quickbooks/QBO or to get support for the issue 'I am trying to create a custom invoice template where I can show the client what is being invoiced on this invoice, what has been invoiced to date, and what remains to be invoiced on the project. I cannot find the fields for “Invoiced” or “Remaining”, which are visible on the Estimate, but I cannot find to put on an invoice. I’m using QBO.', click the link below:

Details

Payment: I am trying to create a custom invoice template where I can show the client what is being invoiced on this invoice, what has been invoiced to date, and what remains to be invoiced on the project. I cannot find the fields for “Invoiced” or “Remaining”, which are visible on the Estimate, but I cannot find to put on an invoice. I’m using QBO.

1. An Estimate includes what has not yet been invoiced, while an Invoice does not

2. You can create multiple Progress Invoices from a single Estimate (if you turn this feature on)

3. You can include a Statement Summary on Invoices & Include Full Details on emailed Estimates

4. You cannot customize an Invoice to […]

Resolution for 'Payment issue: 'I am trying to create a custom invoice template where I can show the client what is being invoiced on this invoice, what has been invoiced to date, and what remains to be invoiced on the project. I cannot find the fields for “Invoiced” or “Remaining”, which are visible on the Estimate, but I cannot find to put on an invoice. I’m using QBO.' available: Yes.

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

For more information about resolving issues related to Payment in Quickbooks/QBO or to get support for the issue 'I am trying to create a custom invoice template where I can show the client what is being invoiced on this invoice, what has been invoiced to date, and what remains to be invoiced on the project. I cannot find the fields for “Invoiced” or “Remaining”, which are visible on the Estimate, but I cannot find to put on an invoice. I’m using QBO.', click the link below:

Details

Payment: I created a sales receipt for a customer and said they paid with a credit card, but no card was ran. I then accepted payment using his credit card. I now show a credit for the customer. I need to convert the receipt to invoice so the credit is applied to the invoice.

You can’t do that. You’ll need to void or delete the sales receipt and enter the invoice. Then you can apply the payment to the invoice.

Resolution for 'Payment issue: 'I created a sales receipt for a customer and said they paid with a credit card, but no card was ran. I then accepted payment using his credit card. I now show a credit for the customer. I need to convert the receipt to invoice so the credit is applied to the invoice.' available: Yes.

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

For more information about resolving issues related to Payment in Quickbooks/QBO or to get support for the issue 'I created a sales receipt for a customer and said they paid with a credit card, but no card was ran. I then accepted payment using his credit card. I now show a credit for the customer. I need to convert the receipt to invoice so the credit is applied to the invoice.', click the link below:

Details

Payment: I am setting up Quickbooks Online – migrated from desktop this month. I have vendors that have their own expense account in our GL. They do not have recurring bills, but whenever they send a bill, it is for the same expense. I do not see a place in vendor set up to attach a specific expense account to that vendor. I do not think I should have to enter the expense account every time I enter a bill for that vendor. Have I missed a step in the setup?

Thanks for providing the details of your concern. I have some information about attaching an expense account to a vendor.

At this time, you can add an expense account to a vendor on the recurring bill template without having to enter recurring bills. This way, you may lessen the step to choose […]

Resolution for 'Payment issue: 'I am setting up Quickbooks Online – migrated from desktop this month. I have vendors that have their own expense account in our GL. They do not have recurring bills, but whenever they send a bill, it is for the same expense. I do not see a place in vendor set up to attach a specific expense account to that vendor. I do not think I should have to enter the expense account every time I enter a bill for that vendor. Have I missed a step in the setup?' available: Yes.

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

For more information about resolving issues related to Payment in Quickbooks/QBO or to get support for the issue 'I am setting up Quickbooks Online – migrated from desktop this month. I have vendors that have their own expense account in our GL. They do not have recurring bills, but whenever they send a bill, it is for the same expense. I do not see a place in vendor set up to attach a specific expense account to that vendor. I do not think I should have to enter the expense account every time I enter a bill for that vendor. Have I missed a step in the setup?', click the link below:

Details

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