Apply payment from another customer

Question

Let's say I have two siblings that each make a reservation - each is set up as a customer and an invoice created.  Each pays a 50% deposit.  Sibling B cancels and says "just apply my deposit to my sister's invoice".  Is there an easy way to do that?

pdallen1970 · Answer

Thanks.  I was hoping maybe another user had encountered the same shortcoming and found a work-around.

Quicken_Tyka · Answer

Hello @pdallen1970

Thank you for your response and the additional details, although I apologize that you have not received a follow-up response.

If you have not done so already, please take a moment to review the steps and information available here.

If you are unable to complete what you are needing by entering a payment, it would appear this is unsupported, I apologize.

-Quicken Tyka

pdallen1970 · Answer

I create a new customer for each guest, then create an invoice with the items (rooms) on it.  I then create a new payment for the deposit amount, but do not apply it to an invoice.  This is applied when the guest checks out, since the state doesn't consider it income until their stay.

So if Joe Smith has an invoice for $200 and pays $100 as a deposit, the invoice amount still shows as $100 due and he shows a credit on his account until it's applied.

If Joe's mother Mary calls and says "I want to pay for the rest of their bill", I would like to get all of her info and add her to my address book.  So how could I apply Mary's credit/deposit to Joe's open invoice?