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accounts80
Jun 26, 2019 8:06 AM UTC
Solved

How do I match sales receipts to invoices? Many match but others are paid less discount and or retention.

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payment after leavingAnswer
Jun 26, 2019 10:47 AM UTC


Hi SindyS

 

There is a discount option that you can apply, cog/gear icon > account and settings > sales > select discount > save.

When you create an invoice the discount option will appear you can select discount value or discount percent, this should then reflect the actual amount you received.

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6 replies

SindyS
SindyS
Jun 26, 2019 9:27 AM UTC

hi

The best way is to post the receipt to correct invoice, directly through the customers account. That way, you will have the receipt recorded and it will match to the bank transaction.

Thanks

Sindy 

Rustler
Rustler
Jun 26, 2019 10:44 AM UTC

Are you asking about the built in sales receipt and invoice?

 

If so you do not use both for the same sale, a sales receipt is only used when you get paid immediately, otherwise use an invoice and receive payment against the invoice.

Firstclassbrenda
Aug 17, 2023 7:03 PM UTC

I am very new to requesting e-payment with our customers, and I like it really well.

I agree with posting payment against the corresponding invoice.

 

We send an invoice to the customer and create a payment link in QBO,

when a customer makes an e-payment it generates a sales receipt and I am unable to apply this to the open invoice.    (I am thinking this should work a bit like vendor credits with vendor payments)

 

The only way I can apply the sales receipt is to create a new invoice through the +NEW icon on the home page.  this would leave my original invoice unpaid. 

 

PS.  I have done my research and what I find does NOT WORK!

Please do not send an answer unless you have tried it and it works!

thank you.  

 

Sincerely,

Ms. Looking for the right answer in Mansfield, OH. 

Mark Armistead
Aug 17, 2023 7:34 PM UTC

Brenda, unless you are posting from Mansfield, UK, which I don't think you are. I think you should go try the USA community board 😄

    payment after leavingAnswer
    Jun 26, 2019 10:47 AM UTC


    Hi SindyS

     

    There is a discount option that you can apply, cog/gear icon > account and settings > sales > select discount > save.

    When you create an invoice the discount option will appear you can select discount value or discount percent, this should then reflect the actual amount you received.

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