Sales & Customers
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Can someone advise how to refund a customer payment to allow payment via a different method? I can see the steps outlined as shown below: 1.From the Customers menu, choose Create Credit Memos/Refunds. In the Customer:job field, enter the customer name. Choose the item and enter the amount. Select Save & Close. In the Available Credit window that appears, select Give a refund then choose OK. In the Issue a Refund window, enter the amount and select the appropriate payment method for the refund. 2.Make sure Process credit card refund when saving is: Checked: If the payment still needs to be processed online. Unchecked:3. If there is no need to process the payment online or if it has already been processed. Select OK. 4.Delete the Credit Memo associated with the refund. This will un-link the two transactions. Locate and double-click the Credit Memo. On your keyboard, press C
OK, I would like to build an invoice that does the following:A) takes 18% of the total and books it to deferred revenueB) the balance would go to product sales.C) Only the total amount of the product is shown on the invoice. ex. I rent software on a yearly basis. the price is $2,000.00 but of that $2,000 18% goes into deferred revenue as it is a built in maintenance cost that will get allocated to revenue over the period of the software.SO....The invoice will show:Snowy's software $2,000.00GST $ 100.00Total $2,100.00 But the entry for the invoice will be: &nb
I was able to import a custom Word invoice in QBO. I can create an invoice from scratch and choose the template, all works fine as expected. A problem arise when I create an invoice from an estimate. Even if the corrrect template is selected, it reverts to the Standard QBO template when attempting to preview or print. Would anyone know why this is happening?
Hi,I have a customer who's in the auto parts industry and was able to set an invoice level discount on the online version, his business is slow now so we switched him over to the desktop version, wanted to know if this invoice level discount can still be applied (my findings say that it cannot be done).Thanks,
We receive money for services but we work off of advance payments. There is no invoice filled out yet. Quite often, the invoice that is created is not as much as the deposit so the remaining monies goes towards the next invoice. This happens because the services being performed usually takes about 3 years to complete. The cheques received are always for $2500 - $5000 a month. I'm always so confused in QB as to how to record these deposits properly and have them linked to the invoices once the invoices are created. I hope you understand.
