Once we Save Close down at the bottom; where do you think this payment goes Well, let me show you real quick.
Get List Of Payments In Quickbooks How To Properly CreateYou will learn how to properly create payments and set them up so that they pay off the invoices.Now were going to go ahead and tell QuickBooks that weve been paid for some of this. The first thing, it asks you is, who is the customer, and the job youre receiving the payment for. It will list that invoice here Youll see the original amount. And then, once you start applying for the payments, youll see how much of that was applied over in this column. Youll notice right down here, it tells me I have an underpayment of 0.04. I have a couple of choices. I can leave it on their account and hope theyll pay me later or I can write off the extra amount. Now, what youll notice here is this is where you tell QuickBooks how the customer paid you. If I choose Debit or Credit, it pulls up this Enter Credit Card Information window. They have Mastercard, but you could add some new payments methods. It could be that you choose any of these other options here. Now, youll see that thats in my list any time Id like to use it. Youll notice also that it went ahead and checked all three invoices. What you want to do is, if theyve specified an amount you just come over here and type that amount towards that particular invoice. Theres your New option which would actually save this payment and put me on a new blank one. I might choose to print it or I might choose to email it to my customer, attach a file, also look up a customerinvoice. You can go back and manually check them and make sure you have the correct payment amount over on the right column. Also, if you had already saved this you could record a bounced check if that happened to be what happens in this situation. This is where you would sign up for QuickBooks merchant services so that, you can process credit cards with them. Remember the important one, I want you to notice is the transaction history. Once we actually save this, I can click this button and go back and see the invoices that this paid and all the way back to the estimate. Basically, if I needed a printable receipt that I could give my customer, I can go ahead and print it out from here. I can look at a customer balance detail, sales by item detail, and an item price list.
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December 2020
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