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Showing a Balance owing on an Invoice

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chrisblancato

15 Jan, 2013 04:41 AM

I own and run a recording studio which I take a Deposit upon all bookings.

I want to be able to Take a deposit when booking a project, then create an invoice when the project is finished which displays the deposit and balance owing after deposit (or any other payments).

Is this possible or is there an alternative way to do this and still display the details owing to the customer.

Thankyou

1. Support Staff 1 Posted by Admin on 15 Jan, 2013 02:20 PM

   

   Hi Chris,

   You could do this by adding a customer account, then entering a payment. It doesn't matter that there isn't an invoice yet. Just create a transaction between your customer and your bank account for the amount paid. This assumes you will pay the money to the bank: if you're holding cheques or cash to pay in later, you may find it easier to use a holding account of category "petty cash" until you get round to actually deposit the money.

   Raise an invoice later using the sales screen and choose the same customer. You'll find after saving the sale, the customer balance will have changed and shows the amount they owe you at any time.

   All the best,
   Mathew

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2. 2 Posted by chrisblancato on 15 Jan, 2013 11:37 PM

   

   Thankyou very much,

   This is how I've been doing it so far.

   Is there anything I could send to the customer to show
   - The deposit - The invoice total - The Balance owing

   after my project is completed and they are at the payment stage?

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3. Support Staff 3 Posted by Mark on 16 Jan, 2013 09:59 AM

   

   You can send the customer a statement of their account, which will show payments, and invoice amounts and the balance owing.

   This is found under 'statements' and then the relevant customer.

   Hope that helps,

   Karen

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4. Admin closed this discussion on 20 Feb, 2013 12:55 PM.