Thank you for clearing things up, @blueview1901. Let me help you with this.
Once you have created the 2 invoice transactions for the $125 and $150 amounts, follow the initial steps for creating a bank deposit provided by my colleague above.
After this, instead of splitting the bank deposit into three, put a checkmark on the two Signing Service invoice transactions. You can create a line item for the Personal Signings that were not invoiced. Overall, doing this will help us accurately record these transactions and clear the $400 amount.
Here's how to add the fee as a line item:
- Go to the + New icon and select Receive Payment.
- Select the same customer.
- In the Outstanding Transactions section, put a checkmark on the two invoices.
- In the Add funds to this deposit, fill in the necessary details as well as the service fee amount of $125 in the Amount column.
- In the Credits section, select the Deposit amounting to $400.
Additionally, you might want to visit this article and learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'm here to assist you if you need additional assistance with managing your invoices in QBO. Have a great day ahead!
