How to close a partially paid invoice?

Question

How to close a partially paid invoice without creating a refund for the pre-tax amount?

Suppose the products price total $100 and the taxes amount to $15. The invoice totals $115. The customer sends a check for $110 and for whatever reason we want to close the invoice as fully paid. If we go to make a refund then we have to manually calculate a pre-tax amount so that the refund totals $5.

Is there a better way where we wouldn't have to do this manual calculation?

Ray Carnes · Answer

You can do this in a single step:

1) Accounting -> Customers -> Customer Payment

Complete the bottom half the of the * $110 * payment like this:

Gilles Lehoux · Answer

Register the partial payment then reconcile the partial payment with the invoice and choose to assign the difference as a writeoff. Do not create a refund.

Go to the customer's form view. In the More menu, select Receivables & Payables. Select the invoice and its partial payment. In the More menu, select Reconcile. In the next window, select Writeoff or another as appropriate.

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