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Anonymous
Nov 13, 2017 12:15 AM UTC
Solved

Unable to change the incorrect amount due on the QuickBooks invoice.

I just created a final invoice for a customer, and the amount due is incorrect.  I require my customers to pay a 50% down and then the balance due at completion of the work.  QB is not taking into account the previous amount paid.  Item on invoice was $52.74.  Customer paid $26.37 as a deposit.  Amount shown on invoice is $0.00.  I've never had QB do this before, and this is the only item on the final invoice that shows an incorrect amount due.  Can anyone help?  I have attached a screen shot of my predicament.  It doesn't show on attachment, but amount due shows as $0.00, and QB will not allow me to change it.  Thanks.

 

 

(Title has been edited by moderator for clarity)

 

    qbteachmt
    qbteachmtAnswer
    Nov 13, 2017 12:40 AM UTC

    Amount is calculated as Units (quantity) times Rate. You have qty = 0.

     

    And this never takes into account prior amounts Paid. That "prior" is amounts Previously Charged. This new sale has no concept of that prior sale being Paid or not; this just confirms there is an earlier charge out there, for the prior amount, qty and/or %.

     

    It would be to your benefit to Customize your Progress Template. Hide Qty, if you are not using that, show yourself qty and/or %, where it matters to you and matters to the customer.

     

    Behind the scenes, if you don't use it, qty should still show and would be 1.

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    7 replies

    qbteachmt
    qbteachmtAnswer
    Nov 13, 2017 12:40 AM UTC

    Amount is calculated as Units (quantity) times Rate. You have qty = 0.

     

    And this never takes into account prior amounts Paid. That "prior" is amounts Previously Charged. This new sale has no concept of that prior sale being Paid or not; this just confirms there is an earlier charge out there, for the prior amount, qty and/or %.

     

    It would be to your benefit to Customize your Progress Template. Hide Qty, if you are not using that, show yourself qty and/or %, where it matters to you and matters to the customer.

     

    Behind the scenes, if you don't use it, qty should still show and would be 1.

    Anonymous
    Nov 13, 2017 1:55 AM UTC

    Thanks.  I'll give it a try.  Where I am confused is I have changed nothing about how I use QB, and this is the 1st time this has happened.  Thanks again for you advice.

    Anonymous
    Nov 13, 2017 2:01 AM UTC

    Unfortunately that did not change anything.  Must be a bug in QB?  I use QB 2016 Desktop for Mac.  Thanks for the try.

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