How to Issue a Refund on an old Deposit Invoice & Reclaim the Taxes

A customer comes in to cancel a work order, or return a product, for which they have made a partial payment (deposit) on an invoice. The following steps will allow you to zero out the old invoice, issue a refund,

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Entering Payments / Deposits

How to enter a deposit or a payment on an invoice? Directly from a Work Order If you are taking a deposit or any payment, full or partial, on a work order: Click the grey Post to Invoice side bar

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Receipts Sorted by Date

This report may be used for Cash Basis Accounting. It breaks down the receipts for the given period and calculates the portion of tax required.

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Payment Report – Invoice File

Two options are available for searching your receivables.

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Payment Report

All of the payments you receive are sorted and compiled onto a Payment Report.

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