If you experience the same thing, I suggest using another supported browser. This will help to refresh your browser's background processes. If this works, go back to your regular browser and clear the cache. This will prevent storing cache and cookies that might cause problems when running Intuit sites. Then, since you don't see a +New icon in your QuickBooks Online (QBO) account, you can perform the following troubleshooting steps:įirst, access your QBO account in a private window. In the Outstanding Transactions section, make sure that the correct invoice is selected.įor more details, you may check out this article: Apply a credit memo, credit, or refund to a customer.Enter the necessary information on the Receive Payment window.Locate the invoice you want to apply the credit to and click Receive Payment.Select Customers and click the customer’s name.Navigate to the Sales menu from the left pane.Once finished, to apply the credit to your customer’s open invoices, please follow these steps: I'm glad to share with you the other way so you can create a credit memo to link the payment made by your customer. I'll be always around here in the community if you have any other questions. You can check out this article for future reference: Import Custom Form Styles for Invoices or Estimates. I've attached an article you can read to learn more about the steps above: Set Up and Use Estimates and Quotes. Once done, you can click the Receive payment option on the invoice to record the payment received. Check and verify the information on the invoice.Choose the Remaining total of all lines option for the pop-up message.Under the ACTION column, click Create invoice.Secondly, create an invoice to change the status of your estimate once the contribution has been issued.
Enter information as needed such as the Customer, the Expiration date, and the PRODUCT/SERVICE.To start, here's how you can create an Estimate: However, you can start creating an estimate then convert it to an invoice once you receive the payment. Hello of this time, there isn't any alternatives you can invoice to your neighbors as you request for contributions. What alternative ways could we "invoice" or request contribution from our neighbors that would make it easier to remove the unpaid invoices at the end of the year (not issuing credit memos)? Brainstorming is much appreciated! :) The way we are currently "getting rid of" those 300 unpaid invoices is to apply individual credit memos to all 300 tedious and leaves a lot of room for error. Our big issue comes at the end of the year when, let's say, 200 households made payments of $240 and up and the other 300 households paid $0. We do this by e-mailing 500+ households every January with an "invoice" for $250, but also offer the ability to pay at different tiers ($350, 500, 750 and 1,000). While it is not required in our neighborhood, we encourage all households to participate in our off-duty police officer security program. Love your simple, no-nonsense explanation of receiving payment vs credit memo :) I'd like to take this one step further by explaining our situation as a non-profit neighborhood security program. Thanks for reaching out, have a wonderful rest of your day. If you have any questions, or need any assistance getting these transactions created, be sure to let me know. There are more common examples that can be found in the video links above. This information will help you decide which transaction to use for a given scenario. For more information on creating and applying Credit Memos, check out video guide here or look into this article. They're applied from within the Receive Payment screen by selecting any mix of open invoices and available credits for a given customer. If the customer paid more than what was owed on the invoice, if they're returning a product or requesting a credit for a service, or if you're rewarding/gifting them with store credit, the Credit Memo can fulfill all of these roles. This is a multi-purpose transaction for crediting a customer balance. You can see the entire process of receiving a payment in the QuickBooks video tutorial or from the article here. The Payment will serve as a deposit in your bank register, or you can send it to Undeposited Funds to be included in a batch deposit. When one or more invoices are paid, you can link this item to those transactions to reduce their Balance Due. This represents the actual flow of money from a customer to the business. I'll outline a general explanation for each below: Hey there, be happy to explain the difference between the Receive Payment and Credit Memo transactions.