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February 19, 2023
Question

handling receipts and applying policy adjustments%0D%0A

  • February 19, 2023
  • 1 reply
  • 1 view

when processing customer receipts how do I apply policy adjustments for less than full payment?

 

1 reply

AlcaeusF
Level 14
February 19, 2023

Hi @dthomaswehaguardiancom,

 

We want to help you with your question about customer receipts. However, we need more information about it to provide the correct resolution and to get this sorted out promptly.

Can you share with us the task you want to achieve in QuickBooks? Are you trying to edit a sales transaction because of the changes to the policy? This way, we'll be able to provide additional guidance to correct the problem.

 

In the meantime, you can check this article for additional guidance on tracking customer transactions in QuickBooks: Get started with customer transaction workflows in QuickBooks Desktop.

Please know that you're always welcome to post questions in this space. Have a great day ahead.