The Book-keepers Forum (BKF)
The Book-keepers Forum (UK) -> Book-keeping Software -> Posting customer payment on account on sage
Post Info TOPIC: Posting customer payment on account on sage
marie


Newbie

Status: Offline
Posts: 2
Date:
Posting customer payment on account on sage
Permalink Closed

Hi,

I am just learning this and wondered I have a customer who has paid a deposit and I have recorded this as payment on account.  I now have the invoice ready and wondered how I matched the payment on account to the invoice.  As the payment on account was only a deposit - the full amount on the invoice will not be getting paid yet.



__________________
Sammy76


Senior Member

Status: Offline
Posts: 450
Date:
Permalink Closed

Customer Receipts - allocate the payment made to the invoice and it will then show the outstanding balance due.

__________________
Cheshire


Master Book-keeper

Status: Offline
Posts: 8646
Date:
Permalink Closed

Hi Marie
Welcome to the forum. We always ask newbies to provide a little intro about themselves and their bookkeeping background/knowledge/exams taken, if any/institute, or are you working for one business/or is this your own business/what type of business.

I would suggest that Deposits are not automatically keyed as payments on account in the first place, depends on the nature and status of the deposit, how long in advance you get it, is it a one off etc so more about that wold also help.



__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position
marie


Newbie

Status: Offline
Posts: 2
Date:
Permalink Closed

Hi,

Thanks but how does this link the payment on account to the invoice??

 

Many thanks,



__________________
Cheshire


Master Book-keeper

Status: Offline
Posts: 8646
Date:
Permalink Closed

Hi
Can you please provide the intro as asked above - site etiquette

Plus which type of sage - one/50?

__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position
Page 1 of 1  sorted by
 
Quick Reply

Please log in to post quick replies.
The Book-keepers Forum (UK) -> Book-keeping Software -> Posting customer payment on account on sage
Tweet this page Post to Digg Post to Del.icio.us
Members Login
Username 
 
Password 
    Remember Me  
©2007-2024 The Book-keepers Forum (BKF). All Rights Reserved. The Book-keepers Forum (BKF) is a trading division of Bookcert Ltd. Registered in England Company Number 05782923. 2 Laurel House, 1 Station Rd, Worle, Weston-super-Mare, North Somerset, BS22 6AR, United Kingdom. The Book-keepers Forum and BKF are trademarks of Bookcert Ltd. This forum is a discussion forum only. There will usually be more than one opinion to any question and any posting should not be viewed as a definitive solution. No responsibility for loss occasioned to any person acting or refraining from action as a result of any posting on this site is accepted by the contributors or The Book-keepers Forum. In all cases, appropriate professional advice should be sought before making a decision. We reserve the right to remove any postings which are offensive, libellous, self-promoting or engaged in covert marketing. We will not notify users of removals. The views expressed in the forum posts are those of the individual and do not necessary reflect or agree with those of The Book-keepers Forum. Any offensive or unsuitable posts will be removed by the moderators. Any reader of this forum can request for a post to be looked into by sending an email to: bookcertltd@gmail.com.

Privacy & Cookie Policy  About