Mark Invoice as Paid - Match Deposit to Invoice or Credit

If you've received a deposit from outside of Autobooks that should be applied against an invoice, or are giving an invoice discount, you can easily create a credit on that invoice after it's been created. Here's a quick guide on how to credit an invoice when you want to issue a discount:

Invoice Creation

  • Invoicing > Invoices
    • Click the [New Invoice] button
      • Fill out the appropriate information and create the invoice

Create a Credit to Discount an Invoice

  • Invoicing > Invoices
    • Click on the row of the invoice in question, which will bring up a pop-up menu on the right of the invoice list
    • Click on the "Mark invoice as paid" menu option
      • For the question "Has this payment already been deposited into your bank account?" you will want to select "No"
        • Doing this will bring up the credit menu
        • You will want to select a Payment Type of "Other Amount" and then put in the amount of the deposit
          • You can update the Date Paid field if needed
        • Finally, you can put in a memo for your own record-keeping and then click the [Submit] button to create this credit
    • The invoice will then reflect this updated balance owed, and you'll be all set!

When you need to match a deposit that came into your business bank account against an invoice, you can take the below steps. Following these will match the deposit to the invoice in question so it shows as paid:

Match Deposit to Invoice

  • Invoicing > Invoices
    • Click on the row of the invoice in question, which will bring up a pop-up menu on the right of the invoice list
    • Click on the "Mark invoice as paid" menu option
    • For the question "Has this payment already been deposited into your bank account?" you will want to select “Yes” and then the [Find payment] button
      • Doing this will bring up your Transactions page, where you can locate the deposit to apply against this invoice
      • Click on the invoice, then “Match” from the right-hand side menu
      • This will take you to the Match Transactions page, where you can select the invoice(s) to apply this deposit against
        • Finally, if there is a remainder from the deposit (for example the deposit was for $200, but the invoice in question was only for $100), you will need to categorize this remainder to an appropriate Accounting Category as a last step
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