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Established Member

Customer unable to pay balance after partial payment made online

The customer made a partial payment on an invoice online with a credit card. When I sent the customer the invoice after applying the partial payment it says the invoice was paid already and will not allow him to pay the balance.

3 Comments
QuickBooks Team

Re: Customer unable to pay balance after partial payment made online

Good to see you here in the QuickBooks Community, @HHAvocado.

 

Let me help guide you about recording a partial payment from customer in QuickBooks Desktop. 

 

In cases like this, you can delete the customer's payment from online and manually received the payment in QuickBooks to record the amount as partial payment for an invoice.

 

To record a partial payment, here's how:

  1. At the top menu bar, click Customers.
  2. Go to Receive Payments.
  3. On Received From drop-down, choose the customer’s name, then enter the partial Amount
  4. Make sure the date is correct, then choose the Payment method.
  5. Select the Invoice(s) to be paid by putting a check mark next to the invoice.
  6. Select Save & Close.

For additional reference, you can check this article: Record a payment for an invoice

 

That should do it! Don't hesitate to leave a comment below if you have additional questions about the invoice payment. I'll be happy to answer them for you. Wishing you and your business continued success. 

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Active Member

Re: Customer unable to pay balance after partial payment made online

Did as you said but e-invoice still says zero??

QuickBooks Team

Re: Customer unable to pay balance after partial payment made online

Thanks for joining this thread, Kitty111.


I appreciate you following the resolution steps provided by my colleague. Adding a manual payment directly to the Payments account can help resolve the issue.


The option to record a partial payment to the emailed invoices is unavailable at this time. Once a customer receives payment whether it’s partial or full, the transaction’s posting status will automatically be closed.


To track the remaining amount, manually add it in your QuickBooks Payments account.  Here's how:

 

  1. Log in to your QuickBooks company file.
  2. Choose the Banking tab located at the top menu bar.
  3. Scroll to the middle and select Make Merchant Service Deposits.
  4. Choose the Add Online Payments option, then input the deposit.

After entering it, this gives you an option to create an invoice. You’ll have to select the Need Invoice? link to make one.

 

Just in case, I also added a link with detailed information about recording Merchant Service deposits.

 

To record the amount, process it in your company file. Check out the steps provided by @JanyRoseB for visual reference or refer to this article for detailed instructions: Record a payment for an invoice. 

 

This information should get you on the right track. If you have further questions about the process, let me know by posting a comment below. I’m always here to help.