Skip to main content
M
Mol10
February 16, 2023
Solved

Unusual issue posting a check to a customer's invoice

  • February 16, 2023
  • 1 reply
  • 0 views

Hello, we own a horse training business and we sold a horse for one of our customers. The buyer wrote the check for payment to our business and the check was deposited to our business checking account.  Part of the check needs to be applied to the customer's outstanding invoices and the remaining amount returned to the customer.  How can I apply a payment to an invoice which was not received by the customer whose name is on the invoice, and how can I post only part of the check to invoice payments, and the rest due to the customer? Any insight on this would be appreciated!

Best answer by JessT

Hi Mol10!

 

Congratulations on getting a payment! I'll guide you through recording your payment and refund.

 

To do this, you can simply click the Customers menu and select Receive Payment. Then, select the customer as a payee and the invoices to be paid. You can even underpay other invoices by modifying the payment amount for each invoice. Upon saving you'll be prompted to enter the refund as a check.

 

 

On the other hand, if you want to check some references for QB Desktop, just click the Topics menu above and choose View all help.

 

Let me know if you have any other questions in mind. Take care and have a good one!

1 reply

JessT
JessTAnswer
February 16, 2023

Hi Mol10!

 

Congratulations on getting a payment! I'll guide you through recording your payment and refund.

 

To do this, you can simply click the Customers menu and select Receive Payment. Then, select the customer as a payee and the invoices to be paid. You can even underpay other invoices by modifying the payment amount for each invoice. Upon saving you'll be prompted to enter the refund as a check.

 

 

On the other hand, if you want to check some references for QB Desktop, just click the Topics menu above and choose View all help.

 

Let me know if you have any other questions in mind. Take care and have a good one!

M
Mol10Author
February 16, 2023

Thank you for your quick response! The only issue I have with this is that it appears to be paid by the customer, when it was paid by another party.  Is it necessary to name the party who wrote the check?  Would a note in the memo section be sufficient?

Terms & ConditionsAccessibility statement