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Apply a previous payment to a new invoice
slaterfoto
Member Posts: 2
Hi,
Last year I took a payment/deposit for a project that is happening this year. The invoice was $2,000 towards project X and it was paid. Now I have given them an invoice for the complete project, but can't figure out how to show payment on the invoice without booking the sale twice.
Any help would be appreciated.
Thanks
Lorie
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Hey @slaterfoto! In this situation, all you will need to do is categorize the deposit transaction as 'payment received for invoice' and then select the specific invoice you are wanting to associate that transaction with. This will then make sure the invoice is marked as paid, as well as not duplicating your sales income.
Very helpful... I appreciate it!
Lorie