Hi, I have to raise invoices that have already been part paid, usually a deposit. But I find I actually have to send an invoice before it will let me assign that pre-payment to it.
To avoid embarrassment, I have to change the clients email on QF to my email, send the invoice to me and then change the client email back to normal.
Any ideas of how to allocate a part payment to an invoice before sending it?
Many thanks
Rob
You can use Flag invoice as sent option instred of doing all that drill
Hello Rob
When you create an invoice it is a draft only, it has to be marked as sent to affect the customers balance and your chart of accounts.
As @FaradayKeynes mentioned you can just use the “Flag invoice as sent” option to achieve this.
I would advise against adding your own email to a clients account (do not add your admin email as you could end up logging in as a client rather than your own account)
Thanks for the advice, both, saved me a lot of effort.
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