Skip to main content
W
Wstone1
August 31, 2023
Question

Customer credit

  • August 31, 2023
  • 1 reply
  • 0 views

Could anyone suggest the correct way to ask a customer for money on account? I don't want to invoice it straightaway and when we do invoice the costumer, obviously I would need to show their credits being allocated against the invoice

 

Thank you 🙂

1 reply

A
Ashleigh1
August 31, 2023

Hello Wstone1, thanks for posting on the Community page, so if you do not wish to send an invoiced you can send an estimate instead and if you send a deposit, you post the deposit to accounts receivable debtors and that will then put a credit on the account which you can then send them a copy of and then use that like a credit note once the estimate is converted to an invoice.

Terms & ConditionsAccessibility statement