I sent an invoice to a customer for services, and on the same invoice I included a rebate. The total ended up being $0. I want to keep the invoice for my records but I need to mark it paid. I cannot enter a $0 payment from the "Record a Payment" function without getting an error message. How do I mark it as paid?
On your invoice, there should be a line item for the service/product and it’s price. Delete the line item for the rebate from the invoice if you added one, hit save or send as “share link” so it doesn’t get sent to the client. Then go back and do a record payment as “Other” (Payment method) and enter the amount of rebate, jot down that it’s a rebate in the note field, hit save.
That worked, thanks for the fast response, EXCEPT, I had to send the customer the original invoice showing the rebate and $0 due, then modify the invoice to get it to show as paid. Not particularly good for the accountant... I would think it should allow a "mark as paid" or be able to pay $0 as cash or other.
