I appreciate the full details of your concern about your transaction, @asinsimon. I'll chime into this thread to provide assistance and ensure you maintain accurate records and improve your financial management.
Since you will be taking a 50% down payment from your customer before starting their project without issuing an invoice, using the Go Payments app. The transaction will sync as a Sales Receipt in QuickBooks Online (QBO), similar to when using payment links.
After receiving the down payment, you stated that you create an invoice and manually record the payment in QBO to mark it as paid, which has already led to a doubling of your sales income.
Take note that sales receipts cannot be applied to invoices. You will need to manually record the payment to ensure that your invoice is marked as paid.
To fix this, you can delete the sales receipt in QBO, as you have already recorded the invoice and received payments manually.
Here's how you can do it:
- Go to Sales.
- Select All sales.
- In the Type section, filter the Sales Receipts.
- Look for your sales receipt.
- In the Action column, select the drop-down arrow.
- Click Delete.
Moving forward, when using a Go Payments app or QB payments to take the 50% down payment, you should create an invoice for the remaining amount based on your contract with your customer. The down payment will be automatically recorded in QBO as a sales receipt.
For future reference, you can check this article to guide you in running reports in QBO and ensuring the accuracy of your books: Run reports in QuickBooks Online.
If you need some clarification about your duplicate transaction, please don't hesitate to click the Reply button. We are here to help you out. Stay safe!
