Paid Invoices still show a balance
Hello, I'm very new to Quicken. Support could not help me. When I post a payment to an open Invoice, why does a balance still show? They payment receipt does show PAID but balance is not Zero. Customers will have an issue with this.
Any help would be greatly appreciated.
Answers
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How exactly are you posting a customer payment?
Are you- using the New Customer Payment dialog, available from the Customer Invoices account register's Action gear icon, marking the invoice(s) as paid while doing so?
Or - are you depositing money in your Checking account and recording it as a Transfer to the Customer Invoices account?
In the latter case, the invoice will not get marked as paid. The transfer transaction will appear as Refund or Credit in the Invoices account register. All of the above is assuming that the customer name (payee name) was spelled correctly, otherwise the money won't be assigned to the correct customer.
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0 - using the New Customer Payment dialog, available from the Customer Invoices account register's Action gear icon, marking the invoice(s) as paid while doing so?
