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11-05-2023 12:55 PM
If client is paid $1000 then cancel the work but just want to keep $1000 as a credit.
This invoice has been exported already to Quick Book.
What is the best practice on this case?
Thanks
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Adjustment Invoices
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11-06-2023 06:31 AM
You can unapply the payment in ST to make it a credit on their file...you will get a warning when you do it that this will only affect it inside ST and not your accounting software. Then do an adjustment invoice on the original invoice to clear off any balance owing. Export that to QB and you might need to do a journal entry adjustment on the QB side (sorry, I work only in ST, our CFO does all the QB items).
Acclaimed! Heating Cooling and Furnace Cleaning
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11-08-2023 06:28 AM
Hi Miranda,
If the case the payment has been exported already. What is the best way?
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11-08-2023 06:35 AM
I believe that is the best way for that, you should still be able unapply it. Then it is just having to deal with it on the QB side of things.
Acclaimed! Heating Cooling and Furnace Cleaning
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11-08-2023 06:25 AM
Thank you much 🙂
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11-06-2023 06:31 AM
You can unapply the payment in ST to make it a credit on their file...you will get a warning when you do it that this will only affect it inside ST and not your accounting software. Then do an adjustment invoice on the original invoice to clear off any balance owing. Export that to QB and you might need to do a journal entry adjustment on the QB side (sorry, I work only in ST, our CFO does all the QB items).
Acclaimed! Heating Cooling and Furnace Cleaning