1. (Optional) Disable Custom Payments
If you’d like to prevent customers from entering payment amounts that differ from their invoices in the future, follow these steps:
Log in to Truss.
Go to Payment Settings.
From the payment portal tab, locate the "Allow Custom Payments" option
Toggle it Off.
This ensures that all future payments match invoice amounts exactly.
2. Apply Payments in QuickBooks
To handle custom payments that don’t match invoices, you’ll need to adjust them in QuickBooks manually.
Steps:
Open QuickBooks and locate the unpaid invoice corresponding to the custom payment.
Select the Receive Payment option for the invoice.
Choose or add a new payment method, such as “Truss” or another relevant label.
Enter the payment amount sent by the customer.
Handling Overpayments or Partial Payments:
If the payment is greater than the invoice amount:
Apply only the invoice amount to the invoice.
Address the overpayment by creating a separate transaction or credit in QuickBooks.
If the payment is less than the invoice amount:
Apply the partial payment to the invoice.
Notify the customer of the remaining balance and discuss the next steps.
3. Sync Truss and QuickBooks
Once you’ve updated the payment in QuickBooks:
Return to Truss.
Re-sync your QuickBooks account in the integrations section.
Confirm that the unpaid invoice in Truss has been marked as Cancelled to reflect the adjustments.