Questions about invoices

Sue

Hello, The problem: I was about to make a full payment (lets say $200.00) I just receive for an invoice, but when I was about to apply the payment it showed a small amount ($40.00) in the "Balance Due" catagory as though a partial payment was made. I checked all my other invoices and the "difference" ($160.00, between the amount of the invoice and the Balance Due) is nowhere! I have not made a payment to this invoice. The only place this appears is in the payment window that shows the invoice is only the $40.00. When I display the Customer Invoice list, it shows the invoice PAID! How do I correct this?

Also, it's been sometime, however, I used to be able to track what payment is made to which invoice. I can't seem to do that anymore. I have a customer that I invoice the same amount several times a month. When I take a payment I have to be very careful which invoice I apply it to to keep track of which ones were paid. Did this ability just go away or is it done a way I am not aware of? Thank you!

Quicken Francisco

Hello @Sue

Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I'm wondering here if you're able to see the payments themselves from the invoices screen. If you open up the invoice and in the payments received area are you able to see the ghost payment? I would double check there first to see if we can find something.  

Another thing I was checking for an easy way to be able to organize payments would be to add the invoice number to the payment. This should help with organizing payments. I'll link a photo down below.

Once you have a chance if this does help you out let us know. If you have some more questions or troubles let us know!

Thanks,

Quicken Francisco

Quicken Francisco

Hello @Sue

Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I'm wondering here if you're able to see the payments themselves from the invoices screen. If you open up the invoice and in the payments received area are you able to see the ghost payment? I would double check there first to see if we can find something.  

Another thing I was checking for an easy way to be able to organize payments would be to add the invoice number to the payment. This should help with organizing payments. I'll link a photo down below.

Once you have a chance if this does help you out let us know. If you have some more questions or troubles let us know!

Thanks,

Quicken Francisco

Sue

Thank you for your time, I did a process of elimination and with a unpaid invoice report compared to a find report and pulling up the payments, I finally found what I was looking for. I appreciate your guidance and did you find out if I click onto an invoice whether there is a link back to t he payment?

Sue

Quicken Francisco, Thank you! Sorry reread your comment and found the Payment History on the invoice! YAY!! Thank you!! That helps greatly!!

Quicken Francisco

@Sue

Glad to here that you were able to get it all sorted out! If you do run into any other questions please let us know!

Thanks,
Quicken Francisco