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#4
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| Rick, how do you generate a new invoivce that reflects payments made? "RickR" wrote: - quote - > It's frustrating that neither invoices nor customer statements show payments. > My workaround is to use the 'analyze receivables' link on the left side, > then used Customer Balance - this shows a chronological list of invoices and > payments ( use the customize feature as necessary for my needs). When i > receive a partial pament for a customer, I use the payment application box to > 'apply' the payment as I wish - sometimes it helps to 'clear all' when you > start out with the payment application window. > -- > RickR > "xsintrick" wrote: > > I would like the invoice to reflect a partial payment made, how do I do this > > please? |
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#3
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| It's frustrating that neither invoices nor customer statements show payments. My workaround is to use the 'analyze receivables' link on the left side, then used Customer Balance - this shows a chronological list of invoices and payments ( use the customize feature as necessary for my needs). When i receive a partial pament for a customer, I use the payment application box to 'apply' the payment as I wish - sometimes it helps to 'clear all' when you start out with the payment application window. -- RickR "xsintrick" wrote: - quote - > I would like the invoice to reflect a partial payment made, how do I do this > please? |
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#2
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| I've never used this feature, so I'm not sure how it actually works; but, when I create an invoice there is a box I can check that says "This is an Estimate." Does that do anything for you? -- Patty MacDuffie www.computerhaven.info "xsintrick" <xsintrick[at]discussions.microsoft.com> wrote in message news:B957A5FC-D678-41F6-98A5-D1C8CE5752D0[at]microsoft.com... - quote - > As far as I can tell, it is not possible. I created my own > spreadsheet/bill. > Money does keep track of partial payment/credits to the invoice but you > must > know the total you will charge 1st (which in my case is not possible) > My solution was to use 2 invoices, an A and B (possibly a C if the need > arises) and make sure they are under the same client. > I am looking for different software or creating my own for future use. > Let me know if you discover something please. > "pomalley" wrote: > > I'd like to do the same thing and can't figure it out. Please let me > > know if > > you got a solution. Thanks, Patrick > > > "xsintrick" wrote: > > > > I would like the invoice to reflect a partial payment made, how do I do > > > this > > > please? |
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#1
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| As far as I can tell, it is not possible. I created my own spreadsheet/bill. Money does keep track of partial payment/credits to the invoice but you must know the total you will charge 1st (which in my case is not possible) My solution was to use 2 invoices, an A and B (possibly a C if the need arises) and make sure they are under the same client. I am looking for different software or creating my own for future use. Let me know if you discover something please. "pomalley" wrote: - quote - > I'd like to do the same thing and can't figure it out. Please let me know if > you got a solution. Thanks, Patrick > "xsintrick" wrote: > > I would like the invoice to reflect a partial payment made, how do I do this > > please? |
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#-1
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| I would like the invoice to reflect a partial payment made, how do I do this please? |
| Tags |
| invoice, partial, payment |
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