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MSRP Catalog pricing - setting a Fixed price for Apparel items How do add additional apparel styles or colors to a quote or sales order? How do I see a detailed breakdown of cost and price of apparel? Importing custom catalogs for apparel from other suppliers How do I add apparel styles that aren't listed in the integrated catalogs? How to price Screen Printing - case study How do I quote multiple options or quantities of shirts or hats? How to customize the standard Screen Printing locations How to add Screen Printed Apparel to Quotes and Sales Orders ? How do I add customer supplied garments to a quote or sales order?īlank Apparel - Integrated Supplier CatalogsĪdding Promotional Products to your Quotes and Sales Orders How do I stop the price for my apparel from recalculating when I update the quote or sales order? Promotional Items: adding Labor cost & Base Product cost to Purchase OrdersĪdding your own Variants for Embroidery and Screen Printing How can I give a discount for a product for a single customer? What is the difference between range and volume discounts? How to Import Grid Pricing from a Spreadsheet ? Problems with Grid Product - Who can I contact for help? Product: Business Cards using Grid PricingĪdding Pricing Template to a Grid Product Setting up Products priced by the Square Inch How to increase prices for your Products by a percentage No Total PDF: How to give a customer options without totaling the whole Quote How to adjust the bill of materials (BOM) for situational purposes What's the difference between Margin, Markup %, and Markup Multiplier ? How to make your invoice line items editable Modify Material, Labor rate & Machine rate formulas within a Product Setting up second side pricing for a Product Modifying Starter Products: Remove installation and design services if they are not taxable in your area. Mark invoices as Delivered, Shipped or Picked up Use the Roll Up feature to combine pricing for multiple line itemsĪdding Images to a Quote/Sales Order/Invoice PDF Quote Approval Email Feature: Adding Attachments How to Create a New Sales Lead in shopVOXĭrive results with the Sales - Production Thermometer Update: Editing Existing Contacts - GDPR ComplianceĬreate Sales Leads automatically from the contact form on your website Set up different pricing levels for different customers How to Add a Special Note to a Customer Document ?Īdding new Contacts to Existing Customers Thanks.Managing dates on Quotes, Sales Orders, and Invoices This is quite convoluted, but it’s how our shop works and we often have customer pay wrong amounts that span different accounting periods.
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I need to be able to make the “bank deposit” of $2,765.05 by using the “payments received” of $6,069.28 with the “credit” of $3,304.23 to make it all add up. I’m wondering if I need to post a journal entry that will clear last month’s “deposit” of $3,304.23 and then use the opposite line of that journal entry to “apply” the credit they have with us. However, they only sent us $2,765.05 via ACH to our bank account and I need to apply the $3,304.23 that was deposited in a prior month and is sitting on their customer account as a credit. We received a payment from this customer this month to pay for 9 invoices that total $6,069.28. These postings are then pushed from PNet into QBO. We are a mechanical/body shop and all of our invoices and payments received are posted into a job costing system called PNet. This would have worked if I had accurately explained that we have multiple systems and how they integrate. Enter information in the memo section so you know why you made the journal entry.Īlso, I have a link that you can read for additional guidance in transactions in QuickBooks Online: Categorize online bank transactions in QuickBooks Online.ĭon't hesitate to comment below if you need further assistance in recording payments in QuickBooks Online.Check the amounts - you should have the same amount in the Credit column on one line and the Debit column on the other.Depending on if you entered a debit or credit on the first line, enter the same amount in the opposite column. On the next line, choose the other account you're moving money to or from.Depending on if you need to debit or credit the account, enter the amount in the correct column. From the first line, select an account from the Account field.Your books won't get out of hand because you'll know which accounts to debit and credit. I suggest consulting with your accountant before you begin this process. Hello there, you can create journal entry to record the deposit from the previous month and the payment from this month to the correct account.