Tell me about managing payments and returns


Receiving payments from customers can be a little more complicated than just depositing checks in the bank. You may need to worry about late payments, partial payments, down payments, overpayments, and no payments. You may need to issue refunds or credit. You may need to assess finance charges.

Quicken can help you track all these different circumstances, as well as help you keep track of who has and hasn't paid.

Receive a customer payment
Handle a partial payment
Handle undeposited funds
Track a prepayment or down payment
Track an overpayment as a single payment
Issue a refund for overpayment
Record a return
Issue a customer credit
Apply credit to an invoice
Record a bad debt
Record a cancellation
Apply a finance charge
View the Unpaid Invoice List
Set up an alert for unpaid invoices
View the payment history (accounts receivable)
View the credit payment history
Print a credit memo
Create and print a customer reminder statement
Manage several customer reminder statement layouts

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