New to Accounting and need help with a transaction
Options
Anthony Kyte
Member Posts: 1 ✭
Hi, I am a new treasurer of an association using reckon one. A member has paid an invoice for $75 however paid $75.02. How do I enter this into the system so it recognizes the person paid an extra 2 cents as credit for next time. It won't let me enter 75.02 on the invoice as paid. I thought I would make a journal entry on the bank account payment, using accounts receivable but cant figure out how to link this to the invoice and a credit.
0
Comments
-
I would think you will need to do a customer adjustment note for the 2 cents & then allocate that to the approved invoice; then make the payment of the invoice - I know it's a pain in the butt but that's the only way to credit an invoice that I know off!0
-
This can be done via "Receive money" on the main menu.
Click on the green Add button, fill in all the details making sure you UN-check the se Transaction Total checkbox.
When you click on save and close a pop up will ask you if you want to issue a credit for this customer and you click on issue credit.1
Categories
- All Categories
- 6.4K Accounts Hosted
- 10 📢 Reckon Accounts Hosted - Announcements
- 5.9K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.3K Reckon Payroll 🚀
- 21 📢 Reckon Payroll - Announcements
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 3K Reckon One
- 7 📢 Reckon One - Announcements
- 10 Reckon Invoices App
- 14 Reckon Insights
- 107 Reckon API
- 822 Payroll Premier
- 307 Point of Sale
- 1.9K Personal Plus and Home & Business
- 63 About Reckon Community