@Quicken Alex, can you explain to me why there is both a Total line and a Balance Due line in Quicken 2018 HBR? It seems redundant to have both since they equal the same amount. Why was Balance Due added in 2018? It should be one or the other. FWIW, a partial payment will reduce the Balance Due but it should be on the Statement not the Invoice.Greg
It looks like the balance due line has been removed. I just created and printed a new invoice and it wasn't on there.So - for a B&B, what's the best way to provide a quest with a detail of their charges and reflect the deposit paid at time of booking? Is the intent to create and print an invoice and then create and print a separate statement? Time-consuming and a waste of time and paper. Any customization that can be done in reports to create a document?As a "work around", I use the comments section of the invoice to note deposit paid and date, and balance due... but I sometimes forget which leaves me scrambling at checkout time - that's why I was thrilled when the invoices were reflecting payments made.Thoughts/suggestions appreciated!
Hello Paul,I've checked my help request ticket and our Product Developers confirmed that the invoice "balance due" field is working as designed.Essentially, the thought behind this is that an invoice is a bill for an account between a buyer and a seller that indicates what was sold, and how much is owed. As such, this bill does not change as payments are made because those are still the original, agreed upon terms of the sale and total amount owed.A statement is a summary of a customer's invoices and payments and reflects the reduction in the total balance as the payments are made. Sending a monthly statement of the total balance and payment history is standard practice for any business. An invoice would only be re-issued if an error was made or if the terms of the sale have changed and the customer needs to be re-invoiced.I have submitted a feature request ticket to ask that we add the ability to email statements from within Quicken for easier tracking of the payment history and statement handling. Unfortunately, I cannot guarantee that our Product Developers will add this ability, but I have provided a link to this conversation to show the need/desire for such an ability.If I receive an update to confirm this feature will be added, I'll be sure to let everyone on this feed know. In the meantime, I recommend sending Statements to customers, rather than Invoices, to ensure the correct Balance Due is reflected. Once the statements is created, select to print it, set the printer to "Quicken PDF Printer on nul" (in order to save the PDF to your computer), then you may use an external email provider to email the statement. We apologize for any inconvenience experienced in the interim.Sincerely,Alex
I am having the same problem with my quicken 2017 home and business. The invoice does not reflect the current balance due on it. It just shows the original billed amount even though a parital payment has been received and reconciled. I chatted on line with 2 different customer service agents. Neither could help me. The 2nd rep told me that it works correctly on his end when he posts a partial pmt but he said he was using 2018 program and mine is 2017. But now as I am doing research I am finding it still doesn't work on 2018 version. When I email the invoice to the customer the balance does not reflect the partial pmt and the new balance.
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