Sometimes customers pay an invoice with a slightly lower amount than the invoice. In these circumstances, it is essential to make adjustments to prevent the invoice status from remaining "past due" and to ensure that it is actually paid. This guide will provide you with detailed steps to easily make these adjustments and ensure your finances are well managed.
Here is what Quickbooks displays when the invoice is overdue :
Create a item in your product and service catalog called "Adjustment"
Link the item with "Quickbooks mapping"
Add the item "Adjustment" to the invoice
Add to the price of the item the balance of the invoice. This must be negative to adjust the difference.
Make sure the item is "Untaxed".
The result in Plannit and Quickbooks should be as follows.
