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O
OPL-1
June 15, 2023
Question

How to invoice for a down payment on a sales order

  • June 15, 2023
  • 2 replies
  • 0 views

Hello

A sales order has been generated and sent to the customer. 

I now need to invoice the customer for a 15% down payment.

I have an item "Down payment" as a payment.

If i create an invoice from the sales order i either invoice the sales order at 100% or selected items on the sales order...The downpayment item is not accepted on the invoice..

What am i missing.?

Thanks

OPL..

2 replies

J
JamesM4
June 15, 2023

Hello OPL1,

 

Thanks for contacting us here. When it comes to managing your income and expenses, QuickBooks is the go-to program that helps make your work easier. I'll be happy to provide more information about recording invoices so you can get back to doing what you love. 

 

Based on the details you've shared, I see you benefiting more by looking into our feature called Progress Invoicing. This feature enables you to you split an estimate into as many invoices as you need. Instead of asking for full payment at the beginning of the project, you can invoice customers for partial payments. As you complete work, add items from the initial estimate to progress invoices. I encourage you to check out this helpful article for more info on how: Set up and send progress invoices in QuickBooks Online. Give this a try and let me know how you make out. Otherwise, I recommend consulting your accountant so you can get expert advice on how to record transactions such as the one you've described above.

 

In case you have other questions or if you get stuck, don't hesitate to reach back to me. I'm here to help you achieve your goals and excel with your business. 

O
OPL-1Author
June 19, 2023

Hello

 

Thank you for taking the time to reply to the question.

 

The question is in the context of the QuickBooks Desktop...( Please refer to the bottom of the original message)

Your reply is for the QuickBooks online...Those settings for the online version are not available for the desktop version.

Before you suggest that i migrate to the online version, some key functionality of the desktop premier wholesale and manufacturing is not available on the online version. When that functionality is available i will consider a migration.

The original question is still outstanding.

 

OPL1 

J
JamesM4
June 19, 2023

Thanks for getting back to me. My mistake for providing the steps for QuickBooks Online. I encourage you to check this out instead: Set up and send progress invoices in QuickBooks Desktop. Feel free to ask other questions, I'm here to assist you.

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