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How to close a partially paid invoice?

By
Gilles Lehoux
on 3/30/14, 9:55 PM 1,633 views

How to close a partially paid invoice without creating a refund for the pre-tax amount?

Suppose the products price total $100 and the taxes amount to $15. The invoice totals $115. The customer sends a check for $110 and for whatever reason we want to close the invoice as fully paid. If we go to make a refund then we have to manually calculate a pre-tax amount so that the refund totals $5.

Is there a better way where we wouldn't have to do this manual calculation?

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Ray Carnes

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Ray Carnes
On 3/31/14, 12:27 AM

You can do this in a single step:

1) Accounting -> Customers -> Customer Payment

Complete the bottom half the of the $110 payment like this:

image description

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Gilles Lehoux

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Gilles Lehoux
On 3/30/14, 10:15 PM

Register the partial payment then reconcile the partial payment with the invoice and choose to assign the difference as a writeoff. Do not create a refund.

Go to the customer's form view. In the More menu, select Receivables & Payables. Select the invoice and its partial payment. In the More menu, select Reconcile. In the next window, select Writeoff or another as appropriate.

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Asked: 3/30/14, 9:55 PM
Seen: 1633 times
Last updated: 3/16/15, 8:10 AM