How can I create partial invoice

Hi there kaurharpreet7766,

It's vital that all your transactions are correctly entered for your books to be well balanced. QuickBooks Online is a great tool able to help you create and send invoices to your clients so they know the amount owed for your services. I can provide some information about invoices.

In QuickBooks online, there isn't a way to create partial invoices, but you can create two separate invoices for your customer to include divide up amounts owed at different times.

If you have any other questions, feel free to reach out here.

If you have set up Progress invoicing you can create a Estimate for the entire order and then create an invoice for the portion that you want to invoice.  

If you don't have Progress Invoicing set up then you'll need to create two invoices, and reference the other invoice so that you and your customer know they are related to the order.  

My company has decided we are no longer going to use progress invoicing.

The company wants to create ONE invoice, and first bill the customer for 25% of that amount, and then a week later bill the same customer for the remaining 75% of the ONE original invoice. I understand in QBO this is not possible.

Therefore, I'm fine creating one invoice for the 25%, and a second invoice for 75%, but the customer still wants to see the original invoice where their whole order is listed. Question 1: How do I send this to the customer and tell them not to pay it? I suppose have to download a PDF and manually send it as an attachment in a personal email every time? Wow, I'm not thrilled. 

Question 2: After I create the first invoice for 25%, send it to them online and they pay it, then do the same thing with the 2nd invoice (for 75%) (send to the customer to pay online), I will have 2 paid invoices -- This is fine.

However (Question 3) then what do I do with the original invoice?? Since I can't apply either of the payments the customer made to the original, do I then just VOID the original???????

And in doing that, (Question 4) will that wipe out all of the line item descriptions and prices I originally sent to the customer??????

Hello smmadmin. Thanks for chiming in on this thread. To answer question one, I recommend using the workaround you've mentioned above. I can see the benefit if being able to do it all in product and I encourage you to send feedback about it tour engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. Otherwise, for the remainder of the questions, are you creating separate invoices for each of the percentages you've mentioned? 

Each single invoice you create is a separate invoice.  So if you create an invoice for 25% and then create a new invoice for the 75% you will have two invoices in your system for that customer.  Together those two invoices will be your 100% job total.  

In reference to "The company wants to create ONE invoice, and first bill the customer for 25% of that amount, and then a week later bill the same customer for the remaining 75% of the ONE original invoice. I understand in QBO this is not possible."  That is correct if you do not use the Progress Billing option which lets you create a full job and then invoice different percentages of that job, all relating back to the original estimate.  

You could do an invoice for the full amount (25%+75%) and in the description you could include two line items that indicates the customer is to pay X amount (the 25% on due date) and Y (75% balance on due date).  This will give your customer 1 invoice and outline the payments they are to make.  

Example:  The job total for the invoice is $100.  You want the customer to pay $25 and $75 but show the total amount due on one invoice.  Create a new invoice with two line items for the whole invoice. 

The first line would be the job description (Job X 25% due upon receipt) and a value/rate of $25.00.  The second line item would be the job description (Job X 75% due Net 30) and a value/rate $75.00.  Your invoice total will be $100.00 but each line item will show the breakdown of the percentage.  When the customer pays the 25% you can apply that to the invoice and the balance owing will be the 75%.  Remember that the invoice will have one due date but you can manipulate the line description and value/rate somewhat to make it work for you.