If your customer has paid you a deposit payment, followed by the final balance payment, follow the steps below to reconcile the invoice:
- Categorise the first instalment or deposit payment as 'Customer payment for invoice' if you have created the customer invoice.
- Use the category 'Pre-payment for customer invoice' if you haven't yet created the invoice.
- Enter the customer's name
- Apply the VAT rate if relevant
- Press 'Done'
- Press 'Confirm
To match the deposit payment to the invoice:
- Click on the invoice number to open the customer invoice
- Open Page 2
- Press 'Allocate Payment Deposit'
- Select the Prepaid income receipt:
- Press Done
Your Invoices page will show the outstanding amount remaining to be paid:
When the customer has made the final balance payment:
- Press 'Split/Attach' on the transaction
- Press 'Attach/Match document
- Select the invoice
- Confirm selection
- Press 'Done'
- Press 'Confirm'
The customer invoice will be marked as 'paid' and you can send your customer the 'Customer Statement' if you wish: How can I send a customer statement?