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InnoV
June 8, 2022
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Create invoice with zero balance due

  • June 8, 2022
  • 1 reply
  • 0 views

Hello. I am wondering if you can create an invoice with zero balance due? Thank you

Best answer by JessT

Hi InnoV,

 

I would personally use the discount feature, in this case, to make things easier. Simply create a discount item, and add it as another line on the invoice with a negative amount to zero out the invoice. I'll show you a sample.

 

Create a discount item:

 

  1. Click the ITEM CODE field on the Invoice page and choose <Add New>.
  2. Select Discount for the Type.
  3. Enter the details and click OK.

 

Add the discount item to the invoice like in the screenshot.

 

 

I'm including this article for your additional reference: Use discount and subtotal items on an Invoice. If you want to use a credit memo, you can refer to this article: Give your customer a credit or refund in QuickBooks Desktop for Windows.

 

I'm just a comment away if you need further assistance. Take care!

1 reply

R
ReymondO
June 8, 2022

Hi there, @InnoV.

 

Thanks for sharing your concern in the QuickBooks Community page. Allow me to answer your queries in QuickBooks Desktop (QBDT).  

 

Yes, you can create an invoice with zero balance due in the program. All you have to do is to create an invoice with zero amount in the PRICE EACH column. That way, you'll be able to save the transaction.

Since this invoice has no remaining balanced, this will automatically be recorded as paid in the QBDT. 

 

For more info about recording sales transactions from customers who make no or partial payments during the time of the sale, please check out this article: Create an invoice in QuickBooks Desktop.

 

To see the complete list of workflows and other customer-related transactions, please see our Accounts Receivable workflows.

 

If you have any other QuickBooks-related concerns or queries, feel free to share them with the QuickBooks Community. My QuickBooks Team and other users in this public forum are always here to help you, @InnoV. Have a good day!

I
InnoVAuthor
June 9, 2022

Hi Reymond,

 

Thank you for the tip!

My employer wants to keep the Per Price because we need to put them under sales expenses. 

Between Credit Memo and Discount feature, which one is better. 

 

Thank you.

 

JessT
JessTAnswer
June 9, 2022

Hi InnoV,

 

I would personally use the discount feature, in this case, to make things easier. Simply create a discount item, and add it as another line on the invoice with a negative amount to zero out the invoice. I'll show you a sample.

 

Create a discount item:

 

  1. Click the ITEM CODE field on the Invoice page and choose <Add New>.
  2. Select Discount for the Type.
  3. Enter the details and click OK.

 

Add the discount item to the invoice like in the screenshot.

 

 

I'm including this article for your additional reference: Use discount and subtotal items on an Invoice. If you want to use a credit memo, you can refer to this article: Give your customer a credit or refund in QuickBooks Desktop for Windows.

 

I'm just a comment away if you need further assistance. Take care!

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