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<ChrisHoneysett[at]discussions.microsoft.com> wrote on 25 Apr 2008 in
group microsoft.public.money:

- quote -

As far as I know, the only transaction that will show up as a credit on
the customer statement is a payment recorded through the "Receive
Payment" links on the invoice screen.

Here's what I do:
* Accept the check.
* Create an invoice.
* Add a dummy item to the invoice so it has a non-zero value. You can't
save it otherwise.
* Receive payment. Apply the entire amount so the client has a credit
balance.
* Purchase the job materials, marking them reimburseable.
* Apply the materials to the invoice.
* Delete the dummy entry.
At this point, you start the usual process of applying charges and
materials, building up entries until you're ready to present the
invoice.

Payments and credits never show up on the customer statement. It just
lists old invoices, showing the current balance of each and the total.
If the client wants to see what he's paid, I have to pull it out
manually. Maybe someone else here knows a way to get credits onto the
customer statement.
--
Steve B.
New Life Home Improvement

I have several clients who will prepay me for materials that I would later
get reimbursed for. I apply the payment as a credit, but when I print the
customer statement it doesn't show up in credits. The amount they owe on the
statement is correctly reflecting the payment they made, I would just prefer
it show the transaction of the check they wrote. Any ideas?