Handling charitable donation as a discount on an invoice

[David Gillam]

Pay the invoice with partial payments according to the received checks.  I do this all the time for clients who somehow don't read the invoice correctly, so I have to apply their first payment, and send them a copy of the same invoice (with payment details included) to show them there's a remaining balance.  When their second check comes in, I apply that, and now the invoice is at $0 and fully paid.  I use the comment field on the payment to indicate "for invoice ####" just to be clear in my own records what's what.

In the case of one check covering the whole invoice, but part of the payment needs to get split off--ie. an "overpayment"--one can keep the overage in Accounts Receivable then note on the next invoice that partial payment has already been applied.  One can also split the transaction in the register.  I've never done this, but can see how it would work.

Cheers,

David
Gillam Data Services, Inc. - Computer Training & Support
dave at davegillam.com | www.davegillam.com | 972-383-9391


> On Oct 28, 2014, at 7:52 AM, Mike or Penny Novack <stepbystepfarm at mtdata.com> wrote:
> 
> Kevin Wilson wrote:
> 
>> No other suggestions on this? Darn.
>> 
>> On 27/10/2014 8:23 AM, Kevin Wilson wrote:
>> 
>>> Thanks Mike. I understand what you're saying, but in this case the invoice was issued and paid way back in January, so I have to deal with it as-is.
>>> 
>>> Kevin
>> 
> OK, the problem here is that it was a "done deal" (in the past).
> 
> How about if we (first) generalize the problem? I'm not a user of the business functions so no personal experience. Those of you who are, try answering this question. What do you do in a case where when an invoice comes back in with payment, instead of there being just one check there are two? (totaling to the full amount of the invoice). Surely not that uncommon for an invoice to be paid by more than one payment.
> 
> There IS a relationship between this problem and the one being asked.
> 
> Michael
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