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Burk504
November 13, 2024
Question

Invoice Shows a Zero balance after only a 50% deposit was paid

  • November 13, 2024
  • 1 reply
  • 0 views

I built an estimate for a job that was for ~$1,500.  The customer accepted the estimate and I then invoiced the customer for the agreed upon 50% deposit, which they paid.  However, when I view the invoice, I see a zero balance due…see the image i attached.

 

Is there a better way to collect deposits and easily understand how much is due from the customer?

 

 

    1 reply

    FishingForAnswers
    FishingForAnswers
    November 13, 2024

    @Burk504  Judging by your image, you have somehow applied both a $788.00 deposit and a $787.00 payment, rather than just the 50% deposit.

      I
      Ivan_G
      November 13, 2024

      Thanks for adding a visual reference regarding your concern with the partially paid invoice showing zero outstanding balance, Burk. I'm here to help you with this matter.

       

      Do you happen to have an active QuickBooks Payments? If so, once your customer partially pays a sent invoice, you don't need to record the payment in the app manually. QuickBooks automates the process of marking an invoice fully or partially paid, depending on the amount the customer pays.

       

      Based on the snapshot you've attached, FishingForAnswers is correct. Since there's a manually generated payment and a deposit, the invoice's balance clears out. It triggers a duplicate payment entry, causing the outstanding balance to display zero.

       

      We can fix this by deleting the manual payment you've entered. Here's how:

       

      If you're using an iPhone:

       

      1. Open the app and go to Menu ☰.
      2. Tap Invoice Payments and choose the entry that you want to erase.
      3. Pick More Options, and press Delete.

       

      Steps for iPad users:

       

      1. Open the app and navigate to Menu ☰.
      2. Select the dropdown arrow from the filter options, then pick Invoice Payments.
      3. Choose the data you want to remove.
      4. Press More Options ⋮ and tap Delete.

       

      For Android devices:

       

      1. Open the app and go to Menu ☰.
      2. Choose Invoice Payments. Then, select the payment you want to delete.
      3. Press the Ellipses ⋮ icon, and then Delete.
      4. Confirm the action by tapping Delete when prompted.

       

      You may also track the status of your invoices in the app. It helps you review your open, overdue, or paid transactions seamlessly.

       

      Tap the Reply button if you have a follow-up question regarding the partially paid invoice. I'll ensure to provide speedy assistance.

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