deposits and invoices
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If I put a payment in under record payments not linking it to an invoice, how do I go back later and link it to an invoice. (was not an invoice to link to at the time of deposit) .. asowder@pioneermhc.com
Answer
Go to Receive Payments, enter the customer, and the invoice will show on the screen. At the bottom, you'll see a tab for Discounts and Credits. Select that to apply the previous payment to the invoice.
Hope this helps. If so, please mark Solved or Helpful. If you need additional information, please reply with a Comment.
Answer
Change the info on the payment itself then. Change the account to Accounts Receivable, and enter the name that the invoice was created under. Then you can apply the payment to the invoice as I said above.
Comment
IT IS TELLING ME THAT "YOU CANNOT USE MORE THAN ONE A/R OR A/P ACCOUNT IN THE SAME TRANSACTION" THERE ARE 4 A/R TRANSACTIONS
Answer
In that case, you'll have to use a clearing account, and then individually do a JE for each one so there's only one AR account in the same transaction.
Comment
THE DEPOSIT WAS NOT FOR A CERTAIN CUSTOMER. WE HAVE APARTMENTS THAT WE RENT TO CLIENTS. WE CREATED INVOICES FOR HOW MUCH WE SHOULD RECIEVE BUT WE NEVER REALLY RECIEVE THAT MUCH. SO THE PAYMENTS COME FROM CERTAIN PEOPLE BUT IT ALL IS POSTED TO THE "RENTAL" INVOICE FOR WHICH EVER LOCATION THAT PERSON IS AT FOR THAT MONTH.
SO HOW DO I LINK THE PAYMENT TO THE "RENTAL" INVOICE AFTER THE PAYMENT WAS ENTERED INTO THE "RECORD DEPOSITS" SCREEN BEFORE THE INVOICE WAS CREATED. (THE PAYMENT WAS NOT ENTERED INTO THE RECIEVE PAYMENT SCREEN)