Re: [GNC] Invoice showing balance due
There is another option: If you already have processed a pre-payment/over-payment, the result will be a credit on the customer's account. If you check the box for Preferences > Business > Invoices > 'Process payments on posting', then when you post the next invoice for that customer, GnuCash will automatically apply that credit. If you then choose the option for the Invoice Report to 'show payments' you'll see the credit applied. This saves you a few steps, but both methods work. Regards, Adrien On 6/3/22 8:40 AM, Ryan Carver wrote: I just stumbled through this issue as well. I was able to get a $2,000 customer credit to show as a payment on a new invoice by doing the following steps: 1) create new invoice and post to A/R. 2) select new invoice and make payment. 3) when the payment window opens select the outstanding credit plus the new invoice amount. 4) in the payment amount section enter $0.00. This should apply the credit to the new invoice. 5) print new invoice. When printing new invoice select the Options tab then Diplay tab and make sure "payments" are selected to print. 6) print new invoice as PDF and verify the customer credit was applied ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Invoice showing balance due
David, I just stumbled through this issue as well. I was able to get a $2,000 customer credit to show as a payment on a new invoice by doing the following steps: 1) create new invoice and post to A/R. 2) select new invoice and make payment. 3) when the payment window opens select the outstanding credit plus the new invoice amount. 4) in the payment amount section enter $0.00. This should apply the credit to the new invoice. 5) print new invoice. When printing new invoice select the Options tab then Diplay tab and make sure "payments" are selected to print. 6) print new invoice as PDF and verify the customer credit was applied Hope this helps. -Ryan -Original Message- From: gnucash-user On Behalf Of gnucash-user-requ...@gnucash.org Sent: Friday, June 3, 2022 1:49 AM To: gnucash-user@gnucash.org Subject: gnucash-user Digest, Vol 231, Issue 4 Send gnucash-user mailing list submissions to gnucash-user@gnucash.org To subscribe or unsubscribe via the World Wide Web, visit https://lists.gnucash.org/mailman/listinfo/gnucash-user or, via email, send a message with subject or body 'help' to gnucash-user-requ...@gnucash.org You can reach the person managing the list at gnucash-user-ow...@gnucash.org When replying, please edit your Subject line so it is more specific than "Re: Contents of gnucash-user digest..." Today's Topics: 1. Re: Invoice showing balance due (Derek Atkins) 2. Re: Invoice showing balance due (David Burleigh) 3. Re: Invoice showing balance due (Derek Atkins) 4. Re: Invoice showing balance due (David Burleigh) 5. Re: Strange incorrect due date calculated on a duplicated bill (Adrien Monteleone) 6. Re: Strange incorrect due date calculated on a duplicated bill (Geert Janssens) 7. Re: Strange incorrect due date calculated on a duplicated bill (Geert Janssens) 8. Re: Invoice showing balance due (Geert Janssens) 9. Re: Invoice showing balance due (Adrien Monteleone) 10. Re: Strange incorrect due date calculated on a duplicated bill (Adrien Monteleone) 11. Switching from Quickbooks and getting started (Christine McSweeney) 12. Re: Switching from Quickbooks and getting started (Jim DeLaHunt) 13. Re: Balance Sheet mismatch (Fred Tydeman) 14. Re: Balance Sheet mismatch (davidcousen...@gmail.com) -- Message: 1 Date: Thu, 2 Jun 2022 12:05:13 -0400 From: "Derek Atkins" To: "David Burleigh" Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Invoice showing balance due Message-ID: Content-Type: text/plain;charset=utf-8 On Thu, June 2, 2022 11:49 am, David Burleigh wrote: > On Thu, 2022-06-02 at 11:44 -0400, Derek Atkins wrote: [snip] >> So you're not actually telling GnuCash to *add* existing credits. >> You need to do that so GnuCash knows you want to apply them to *this* >> invoice (instead of waiting to apply them to another invoice). >> >> Do that, and then turn on "Show Payments" in the report options. >> >> -derek > > But how do you tell it to add existing credits to a new invoice? I > don't see that option anywhere in the interface. After you post you need to Process Payment to attach the credit. Unfortunately GnuCash no longer auto-applies credits. -derek -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant -- Message: 2 Date: Thu, 02 Jun 2022 12:07:26 -0400 From: David Burleigh To: Derek Atkins Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Invoice showing balance due Message-ID: Content-Type: text/plain; charset="UTF-8" On Thu, 2022-06-02 at 12:05 -0400, Derek Atkins wrote: > > On Thu, June 2, 2022 11:49 am, David Burleigh wrote: > > On Thu, 2022-06-02 at 11:44 -0400, Derek Atkins wrote: > [snip] > > > So you're not actually telling GnuCash to *add* existing credits. > > > You need to do that so GnuCash knows you want to apply them to > > > *this* > > > invoice (instead of waiting to apply them to another invoice). > > > > > > Do that, and then turn on "Show Payments" in the report options. > > > > > > -derek > > > > But how do you tell it to add existing credits to a new invoice? I > > don't see that option anywhere in the interface. > > After you post you need to Process Payment to attach the credit. > Unfortunately GnuCash no longer auto-applies credits. > > -derek > Too bad. So I have to edit the printed invoice manually to indicate the account balance. Well, thanks for your time.? -- Message: 3 Date: Thu, 2 Jun 2022 12:17:18 -0400 From: "Derek Atkins" To
Re: [GNC] Invoice showing balance due
Yes, it is Preferences > Business > Invoices/Bills > 'Process payments on posting'. I use it and it auto-applies outstanding pre-payment/over-payment credit situations. Of course, one has to have already 'processed payment' for that vendor/customer for the feature to 'see' the amount to apply towards the current invoice/bill. Regards, Adrien On 6/2/22 11:50 AM, Geert Janssens wrote: Op donderdag 2 juni 2022 18:05:13 CEST schreef Derek Atkins: On Thu, June 2, 2022 11:49 am, David Burleigh wrote: On Thu, 2022-06-02 at 11:44 -0400, Derek Atkins wrote: [snip] ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Invoice showing balance due
Op donderdag 2 juni 2022 18:05:13 CEST schreef Derek Atkins: > On Thu, June 2, 2022 11:49 am, David Burleigh wrote: > > On Thu, 2022-06-02 at 11:44 -0400, Derek Atkins wrote: > [snip] > > >> So you're not actually telling GnuCash to *add* existing credits. > >> You need to do that so GnuCash knows you want to apply them to *this* > >> invoice (instead of waiting to apply them to another invoice). > >> > >> Do that, and then turn on "Show Payments" in the report options. > >> > >> -derek > > > > But how do you tell it to add existing credits to a new invoice? I > > don't see that option anywhere in the interface. > > After you post you need to Process Payment to attach the credit. > Unfortunately GnuCash no longer auto-applies credits. I thought that was still an option. But perhaps disabled by default ? Regards, Geert ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Invoice showing balance due
On Thu, 2022-06-02 at 12:17 -0400, Derek Atkins wrote: > Hi, > > On Thu, June 2, 2022 12:07 pm, David Burleigh wrote: > > On Thu, 2022-06-02 at 12:05 -0400, Derek Atkins wrote: > > > > > > > But how do you tell it to add existing credits to a new > > > > invoice? I > > > > don't see that option anywhere in the interface. > > > > > > After you post you need to Process Payment to attach the credit. > > > Unfortunately GnuCash no longer auto-applies credits. > > > > > > -derek > > > > > > > Too bad. So I have to edit the printed invoice manually to indicate > > the > > account balance. Well, thanks for your time. > > No, that's not at all what I said. > > I said you have to tell GnuCash to apply the outstanding credit to > the new > invoice by using Process Payment. And then you need to go into the > Report > Options and tell GnuCash to display the payments attached to the > invoice. > > You do NOT need to edit the printed invoice manually. > > By the way, there is another option that may suit you. Your other > option > is to use the Customer Report, which will list all the invoices and > payments and provide an account balance. > > -derek > Oh, ok. Thank you! ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Invoice showing balance due
Hi, On Thu, June 2, 2022 12:07 pm, David Burleigh wrote: > On Thu, 2022-06-02 at 12:05 -0400, Derek Atkins wrote: >> >> > But how do you tell it to add existing credits to a new invoice? I >> > don't see that option anywhere in the interface. >> >> After you post you need to Process Payment to attach the credit. >> Unfortunately GnuCash no longer auto-applies credits. >> >> -derek >> > > Too bad. So I have to edit the printed invoice manually to indicate the > account balance. Well, thanks for your time. No, that's not at all what I said. I said you have to tell GnuCash to apply the outstanding credit to the new invoice by using Process Payment. And then you need to go into the Report Options and tell GnuCash to display the payments attached to the invoice. You do NOT need to edit the printed invoice manually. By the way, there is another option that may suit you. Your other option is to use the Customer Report, which will list all the invoices and payments and provide an account balance. -derek -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Invoice showing balance due
On Thu, 2022-06-02 at 12:05 -0400, Derek Atkins wrote: > > On Thu, June 2, 2022 11:49 am, David Burleigh wrote: > > On Thu, 2022-06-02 at 11:44 -0400, Derek Atkins wrote: > [snip] > > > So you're not actually telling GnuCash to *add* existing credits. > > > You need to do that so GnuCash knows you want to apply them to > > > *this* > > > invoice (instead of waiting to apply them to another invoice). > > > > > > Do that, and then turn on "Show Payments" in the report options. > > > > > > -derek > > > > But how do you tell it to add existing credits to a new invoice? I > > don't see that option anywhere in the interface. > > After you post you need to Process Payment to attach the credit. > Unfortunately GnuCash no longer auto-applies credits. > > -derek > Too bad. So I have to edit the printed invoice manually to indicate the account balance. Well, thanks for your time. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Invoice showing balance due
On Thu, June 2, 2022 11:49 am, David Burleigh wrote: > On Thu, 2022-06-02 at 11:44 -0400, Derek Atkins wrote: [snip] >> So you're not actually telling GnuCash to *add* existing credits. >> You need to do that so GnuCash knows you want to apply them to *this* >> invoice (instead of waiting to apply them to another invoice). >> >> Do that, and then turn on "Show Payments" in the report options. >> >> -derek > > But how do you tell it to add existing credits to a new invoice? I > don't see that option anywhere in the interface. After you post you need to Process Payment to attach the credit. Unfortunately GnuCash no longer auto-applies credits. -derek -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Invoice showing balance due
On Thu, 2022-06-02 at 11:44 -0400, Derek Atkins wrote: > Hi, > > On Thu, June 2, 2022 11:33 am, David Burleigh wrote: > > On Thu, 2022-06-02 at 11:19 -0400, Derek Atkins wrote: > > > Hi, > > > > > > On Thu, June 2, 2022 11:05 am, David Burleigh via gnucash-user > > > wrote: > > > > How can I print an invoice that just shows the balance due > > > > after an > > > > existing credit is applied, rather than just showing the total > > > > of > > > > new > > > > items billed? > > > > > > Turn on "Show Payments" in the report options? > > > > > I'm generating invoices via "Business>Customer>New Invoice" and > > then I > > add billable items and post the invoice. Then I click "Print > > Invoice" > > but it just shows the total of the new billable items without > > applying > > any existing credit to the balance. I would like the printed > > invoice to > > just show the balance on the customer account, rather than just the > > total of newly-billed items. > > So you're not actually telling GnuCash to *add* existing credits. > You need to do that so GnuCash knows you want to apply them to *this* > invoice (instead of waiting to apply them to another invoice). > > Do that, and then turn on "Show Payments" in the report options. > > -derek But how do you tell it to add existing credits to a new invoice? I don't see that option anywhere in the interface. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Invoice showing balance due
Hi, On Thu, June 2, 2022 11:33 am, David Burleigh wrote: > On Thu, 2022-06-02 at 11:19 -0400, Derek Atkins wrote: >> Hi, >> >> On Thu, June 2, 2022 11:05 am, David Burleigh via gnucash-user wrote: >> > How can I print an invoice that just shows the balance due after an >> > existing credit is applied, rather than just showing the total of >> > new >> > items billed? >> >> Turn on "Show Payments" in the report options? >> > I'm generating invoices via "Business>Customer>New Invoice" and then I > add billable items and post the invoice. Then I click "Print Invoice" > but it just shows the total of the new billable items without applying > any existing credit to the balance. I would like the printed invoice to > just show the balance on the customer account, rather than just the > total of newly-billed items. So you're not actually telling GnuCash to *add* existing credits. You need to do that so GnuCash knows you want to apply them to *this* invoice (instead of waiting to apply them to another invoice). Do that, and then turn on "Show Payments" in the report options. -derek -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Invoice showing balance due
On Thu, 2022-06-02 at 11:19 -0400, Derek Atkins wrote: > Hi, > > On Thu, June 2, 2022 11:05 am, David Burleigh via gnucash-user wrote: > > How can I print an invoice that just shows the balance due after an > > existing credit is applied, rather than just showing the total of > > new > > items billed? > > Turn on "Show Payments" in the report options? > I'm generating invoices via "Business>Customer>New Invoice" and then I add billable items and post the invoice. Then I click "Print Invoice" but it just shows the total of the new billable items without applying any existing credit to the balance. I would like the printed invoice to just show the balance on the customer account, rather than just the total of newly-billed items. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Invoice showing balance due
Hi, On Thu, June 2, 2022 11:05 am, David Burleigh via gnucash-user wrote: > How can I print an invoice that just shows the balance due after an > existing credit is applied, rather than just showing the total of new > items billed? Turn on "Show Payments" in the report options? > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. -derek -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Invoice showing balance due
How can I print an invoice that just shows the balance due after an existing credit is applied, rather than just showing the total of new items billed? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
