How do I reflect prepayment on customers invoice?
Options
Courtenay
Member Posts: 7 ✭
Hi, we are a sole trader business using Hosted. I have a customer who has prepaid a portion of his expected invoice so have applied the payment. I am trying to finalise invoice now job is complete but the total shows amount before prepayment. How do I get the prepayment to appear on his invoice?
0
Comments
-
Hello Courtney.
You can customise your invoice template you are using, the invoice template has the options in the Tooter Tab to include payments and the balance due.
Or you can run a statement to go with the invoice which will show the receipt and invoice and balance outstanding.0 -
Courtnay; if you 'receive payment' on a customer prior to invoicing then it will ask you to (if you want) to create a credit/adjustment note, or you can leave it and the credit will still sit with the customer.
Possible best to create the credit note and then the two go together. When you receive the final payment the program will say you have credits, the credit plus the final payment should equal the total invoice. Send the customer the invoice and the credit note
0 -
Thanks for your advice however, I came across the 'payments' type when creating a 'new' item within Item List. I did this and it comes up as a separate line on the invoice - yay!0
Categories
- All Categories
- 6.9K Accounts Hosted
- 11 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.2K Reckon Payroll 🚀
- 20 📢 Reckon Payroll - Announcements
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 3.1K Reckon One
- 7 📢 Reckon One - Announcements
- 11 Reckon Invoices App
- 14 Reckon Insights
- 114 Reckon API
- 830 Payroll Premier
- 326 Point of Sale
- 2K Personal Plus and Home & Business
- 74 About Reckon Community