Write off Over/Under Payment With version 2005 there were many feature enhancements to the receive payment section of the program. Everything from preference changes to being able to find an invoice directly from the receive payment screen to being able to create a refund check for an overpayment immediately. Let me help you handle over payment from your customer in QuickBooks Online. We can either leave the over payment as is and apply it the customer's future invoices, or create a refund for the over payment. Here's how to record the over payment for your customer's invoice: In the upper-right corner, click the Create menu (+). Select Receive Payment. • Go to Company > Make General Journal Entries from the menu at the top of the screen. • Change the Date field, if necessary, in the Make General Journal Entries window. QuickBooks will default to the current date so if you want to post an entry for a previous month or year, be sure to change it so that your entry gets recorded in the proper financial time period. • Enter a number for your journal entry in the Entry No. Field. QuickBooks will automatically number subsequent journal entries sequentially. • Enter the general ledger account number In the Account column. You can also select the first account from a drop-down menu in the Account column. • Enter the debit or credit amount for the account you've selected into the Debit or Credit columns. Quicktime player for mac 10.6 8. The debits and credits must be equal to make the entry balanced and allow QuickBooks to post the entry. • Enter a descriptive memo in the Memo Column. It will be displayed on reports that include this journal entry. This step is optional, but it's recommended so that you'll remember later why the entry was made. Hi mike, Let me help you handle over payment from your customer in QuickBooks Online. We can either leave the over payment as is and apply it the customer's future invoices, or create a refund for the over payment. Here's how to record the over payment for your customer's invoice: • In the upper-right corner, click the Create menu ( +). • Select Receive Payment. • In the Receive Payment window, choose a customer. • Under the Outstanding Transactions section, put a check mark on the invoice you want to pay. • In the Amount received field, enter the exact amount you received from the customer (including the over payment). You can also check out this article on how we can create a customer refund:. If you have further questions, please let me know. I'm here to help. People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines: • Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. ![]() Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English. • Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold. • Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link. • Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome. • Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.
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