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userssmith
September 4, 2021
Question

How do you make the invoice show the original quote price? Once someone has made a partial payment.

  • September 4, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

J
JamesM4
September 6, 2021

Hi userssmith,

 

Glad to have you connect with us here. I can see the importance of being able to show the original quote price on the invoice once a customer has made a partial payment towards the invoice. 


At this time, when a payment is made on an invoice, QuickBooks automatically adjusts the balance on your end. There isn't a feature that allows you to show the original quote in place of the balance owing on the invoice. I recommend sending feedback about this to our product developers. You can do this by clicking the Gear icon and looking for Feedback. New product ideas and improvements are largely based on the valuable feedback we get from users like you. 

 

In the meantime, feel free to ask other questions. I'll be here in case you have other questions.  Otherwise, I wish you a great rest of the day. 

 

 

J
JeniferJean
November 24, 2021

My invoices aren't reflecting what people paid, it shows the Payment and Credits at the bottom of an invoice, BUT does not calculate that in with the final payment. So my Total still shows the total due by does not take off the payments made.

Thanks

T
Trish_T
November 26, 2021

Hi JeniferJean,

 

Thank you for joining us in Community.  Having your credits applied to customer invoices is essential with keeping your records aligned.  I can relate to your concern when it affects the customer balance.  Creating a customer credit can be performed effortlessly in QuickBooks Online and this is a great feature to utilize.  Based on the information you've provided, the credit memo simply needs to be applied.  I'd be happy to show you how!

 

Follow these steps to manually apply the credit memo to the invoice:

 

1. Click + New from the left menu

2. Select Receive payment

3. Choose the customer using the Customer dropdown arrow

4. In the Outstanding Transactions section, open the invoice you need to apply the credit memo to

5. Scroll down to the Credits section and place a checkmark beside the credit memos to be applied

6. In the Payment column, enter the amount you're applying

7. Leave the Payment method, Reference no, Deposit to, and Amount received fields blank

8. Complete the rest of the form, including the Payment date

9. Make sure the total's correct 

10. When finished, select Save and close

 

To save you time and concern moving forward, I recommend turning on the auto-apply feature for credit memos.  Here's how:

 

1. Click on the Settings ⚙ in the top right and select Account and settings

2. Open the Advanced tab

3. Select the  Edit ✎ in the Automation section

4. Allow QuickBooks to Automatically apply credits

5. Hit Save, then Done

You're all set!

 

For your reference, here's an article to assist with creating and applying credit memos or delayed credits in QuickBooks Online.

 

If you have any other questions, please reach back out.  We'd be glad to help!

 

 

 

 

 

 

 

 

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