Partial Payments on Invoices

We sometimes allow customers to make partial payments towards a large bill.
In this case, we like to print out another invoice so that they remember what
they are paying on. In Quickbooks, the new invoice would show the original
total, their payment, and the new total. Is there a way to show this
information on an invoice in SBA? I've put in the payment, but when I print
out the invoice it still shows the total instead of the total after the
payment.
--
Thanks,
Rachel

This is what statements are for. Their should only be 1 invoice (i.e. the
original). You can reprint invoice, but should not change it unless it was
wrong from the start.

--
William Stacey [MVP]

"Rachel" <> wrote in message
news:C6A76D46-EC30-4E07-AA50-...
> We sometimes allow customers to make partial payments towards a large
> bill.
> In this case, we like to print out another invoice so that they remember
> what
> they are paying on. In Quickbooks, the new invoice would show the original
> total, their payment, and the new total. Is there a way to show this
> information on an invoice in SBA? I've put in the payment, but when I
> print
> out the invoice it still shows the total instead of the total after the
> payment.
> --
> Thanks,
> Rachel

To add,
would be nice if there was a form customization the user could add that
showed original total with tax, payment(s) applied, new total (to reflect
amount owed) on the original invoice to include with the statement sent...
Would possibly make the customer feel more at ease, since the invoice would
show payments applied, instead of translating the statement when they see the
full amount on the invoice. We always include the original invoice in our
mailings along with the statement up until 90 days, or length of contract.
Just our experience explaining this to customers during phone calls and email
correspondence concerning billings.

Chris Schatte
--
use the Office Online web based newsreader here:
http://www.microsoft.com/office/comm...s/default.mspx
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Help/Assistance Pane/open Communities


"William Stacey [MVP]" wrote:

> This is what statements are for. Their should only be 1 invoice (i.e. the
> original). You can reprint invoice, but should not change it unless it was
> wrong from the start.
>
> --
> William Stacey [MVP]
>
> "Rachel" <> wrote in message
> news:C6A76D46-EC30-4E07-AA50-...
> > We sometimes allow customers to make partial payments towards a large
> > bill.
> > In this case, we like to print out another invoice so that they remember
> > what
> > they are paying on. In Quickbooks, the new invoice would show the original
> > total, their payment, and the new total. Is there a way to show this
> > information on an invoice in SBA? I've put in the payment, but when I
> > print
> > out the invoice it still shows the total instead of the total after the
> > payment.
> > --
> > Thanks,
> > Rachel
>
>
>

Yes, in my experience customers get confused easily when it comes to money
that they owe. They need to see clearly that we did indeed apply their
payment. This is not changing the invoice, just showing that we have indeed
applied the payment without them having to cross-reference between the
statement and the invoice when the information could easily be on one paper.
I use the statements for people who owe on more than one invoice, or on an
invoice and late payments. Also, they are accustomed to the Quickbooks
invoices that do show that information - we just recently switched over, and
a large number of our clients still use Quickbooks.
--
Thanks,
Rachel


"Chris Schatte" wrote:

> To add,
> would be nice if there was a form customization the user could add that
> showed original total with tax, payment(s) applied, new total (to reflect
> amount owed) on the original invoice to include with the statement sent...
> Would possibly make the customer feel more at ease, since the invoice would
> show payments applied, instead of translating the statement when they see the
> full amount on the invoice. We always include the original invoice in our
> mailings along with the statement up until 90 days, or length of contract.
> Just our experience explaining this to customers during phone calls and email
> correspondence concerning billings.
>
> Chris Schatte
> --
> use the Office Online web based newsreader here:
> http://www.microsoft.com/office/comm...s/default.mspx
> In Office System 2003 applications:
> Help/Assistance Pane/open Communities
>
>
> "William Stacey [MVP]" wrote:
>
> > This is what statements are for. Their should only be 1 invoice (i.e. the
> > original). You can reprint invoice, but should not change it unless it was
> > wrong from the start.
> >
> > --
> > William Stacey [MVP]
> >
> > "Rachel" <> wrote in message
> > news:C6A76D46-EC30-4E07-AA50-...
> > > We sometimes allow customers to make partial payments towards a large
> > > bill.
> > > In this case, we like to print out another invoice so that they remember
> > > what
> > > they are paying on. In Quickbooks, the new invoice would show the original
> > > total, their payment, and the new total. Is there a way to show this
> > > information on an invoice in SBA? I've put in the payment, but when I
> > > print
> > > out the invoice it still shows the total instead of the total after the
> > > payment.
> > > --
> > > Thanks,
> > > Rachel
> >
> >
> >

Yes, we are still doing this after switching from qb. The partially paid
invoice should show the amount owed, or at least have an option for this.
Partially recived purchase orders fall into the same category. Showing what
was recieved as greyed out / vs what was backordered.

Chris Schatte
--
use the Office Online web based newsreader here:
http://www.microsoft.com/office/comm...s/default.mspx
In Office System 2003 applications:
Help/Assistance Pane/open Communities


"Rachel" wrote:

> Yes, in my experience customers get confused easily when it comes to money
> that they owe. They need to see clearly that we did indeed apply their
> payment. This is not changing the invoice, just showing that we have indeed
> applied the payment without them having to cross-reference between the
> statement and the invoice when the information could easily be on one paper.
> I use the statements for people who owe on more than one invoice, or on an
> invoice and late payments. Also, they are accustomed to the Quickbooks
> invoices that do show that information - we just recently switched over, and
> a large number of our clients still use Quickbooks.
> --
> Thanks,
> Rachel
>
>
> "Chris Schatte" wrote:
>
> > To add,
> > would be nice if there was a form customization the user could add that
> > showed original total with tax, payment(s) applied, new total (to reflect
> > amount owed) on the original invoice to include with the statement sent...
> > Would possibly make the customer feel more at ease, since the invoice would
> > show payments applied, instead of translating the statement when they see the
> > full amount on the invoice. We always include the original invoice in our
> > mailings along with the statement up until 90 days, or length of contract.
> > Just our experience explaining this to customers during phone calls and email
> > correspondence concerning billings.
> >
> > Chris Schatte
> > --
> > use the Office Online web based newsreader here:
> > http://www.microsoft.com/office/comm...s/default.mspx
> > In Office System 2003 applications:
> > Help/Assistance Pane/open Communities
> >
> >
> > "William Stacey [MVP]" wrote:
> >
> > > This is what statements are for. Their should only be 1 invoice (i.e. the
> > > original). You can reprint invoice, but should not change it unless it was
> > > wrong from the start.
> > >
> > > --
> > > William Stacey [MVP]
> > >
> > > "Rachel" <> wrote in message
> > > news:C6A76D46-EC30-4E07-AA50-...
> > > > We sometimes allow customers to make partial payments towards a large
> > > > bill.
> > > > In this case, we like to print out another invoice so that they remember
> > > > what
> > > > they are paying on. In Quickbooks, the new invoice would show the original
> > > > total, their payment, and the new total. Is there a way to show this
> > > > information on an invoice in SBA? I've put in the payment, but when I
> > > > print
> > > > out the invoice it still shows the total instead of the total after the
> > > > payment.
> > > > --
> > > > Thanks,
> > > > Rachel
> > >
> > >
> > >