Home Page link  

Adjusting/undoing invoice payments

  
Groups | Search | About
User Password
Register Now! Lost Password?

Quicken Personal Finance Discussions - Quicken - personal finance software discussions

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
Adjusting/undoing invoice payments Richard Evans 03-19-2008
Posted by Richard Evans on March 19, 2008, 10:01 pm
Please log in for more thread options
 In H&B 20007, I recorded an invoice payment for the full amount of the
invoice, then later noticed it was a partial payment. How can I adjust
it? Failing that, how can I back it out and start over?

Posted by danbrown on March 21, 2008, 10:34 am
Please log in for more thread options
 Please clarify.

Are you saying that (making up the numbers) the invoice was for $5000,
you received a payment for $2000, but recorded it as $5000?

AND, why can't you just point to the payment transaction in your
invoice register and edit it?

db


Posted by Richard Evans on March 21, 2008, 12:35 pm
Please log in for more thread options

>Please clarify.
>
>Are you saying that (making up the numbers) the invoice was for $5000,
>you received a payment for $2000, but recorded it as $5000?

Yes.
>
>AND, why can't you just point to the payment transaction in your
>invoice register and edit it?

I did, but I get a message that "The amount was used to pay invoices.
Do you realy want to do it?" Maybe that's normal and I should just
ignore it.

However, I had one instace where I applied the payment to the wrong
account. Wanted to just back it out, ended up deleting it, and was
royally screwed. I don't recall the details.

It just seems odd that there is no documentation about managing
invoices, beyond the most obvious.

Posted by Laura on March 21, 2008, 2:04 pm
Please log in for more thread options

>
>>Please clarify.
>>
>>Are you saying that (making up the numbers) the invoice was for $5000,
>>you received a payment for $2000, but recorded it as $5000?
>
> Yes.
>>
>>AND, why can't you just point to the payment transaction in your
>>invoice register and edit it?
>
> I did, but I get a message that "The amount was used to pay invoices.
> Do you realy want to do it?" Maybe that's normal and I should just
> ignore it.

Yes, that is normal. Just ignore the warning message and edit the entry.

>
> However, I had one instace where I applied the payment to the wrong
> account. Wanted to just back it out, ended up deleting it, and was
> royally screwed. I don't recall the details.
>
> It just seems odd that there is no documentation about managing
> invoices, beyond the most obvious.


Posted by Richard Evans on March 21, 2008, 2:27 pm
Please log in for more thread options

>
>>
>>>Please clarify.
>>>
>>>Are you saying that (making up the numbers) the invoice was for $5000,
>>>you received a payment for $2000, but recorded it as $5000?
>>
>> Yes.
>>>
>>>AND, why can't you just point to the payment transaction in your
>>>invoice register and edit it?
>>
>> I did, but I get a message that "The amount was used to pay invoices.
>> Do you realy want to do it?" Maybe that's normal and I should just
>> ignore it.
>
>Yes, that is normal. Just ignore the warning message and edit the entry.

And how about if I wanted to change the account the payment was
applied to?


Similar ThreadsPosted
Receiving invoice payments from customers January 10, 2008, 2:26 am
Backing out an invoice payment March 14, 2007, 7:28 pm
Quicken invoice description April 17, 2008, 12:34 pm
Quicken 2005 - Invoice reports October 1, 2007, 7:18 pm
Clearing unpaid invoice that's paid December 3, 2007, 4:40 pm
Invoice Labor time rounded to show Qty in clock minutes March 10, 2008, 3:39 pm
Mortgage Down Payments November 23, 2007, 7:01 am
Corporate Payments (H&B2007) May 5, 2007, 6:13 pm
Split mortgage payments? May 9, 2007, 1:18 pm
On line payments and scheduled transactions September 26, 2006, 12:28 pm

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap