cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Visit our new QuickBooks News section for news, updates, and opportunities to give feedback.
Highlighted
Level 1

Is there a way to add a partial payment to an invoice. I can only see “mark as paid”

 
1 Comment
Highlighted
QuickBooks Team

Is there a way to add a partial payment to an invoice. I can only see “mark as paid”

Hi michelle-egli-gm,

 

Being able to receive partial payments towards an invoice is an integral part of running a business. I can help go over this with you.

 

QuickBooks Self-Employed edition makes it easy for you to send invoices and receive payments to help you save time. When entering a payment into QuickBooks Self-Employed allows you to receive the full payment towards an invoice. If you wish to receive partial payments you'll either need to manually keep track till you receive the full amount or upgrade to QuickBooks Online which will allow you to enter partial payments.

 

If you wish to upgrade to QuickBooks Online you can follow the steps in this article to switch from QuickBooks Self-Employed. Once upgraded you can follow these steps to receive a partial payment.

 

  1. Select + New.
  2. Select Receive Payment.
  3. Select the name of the customer from the drop-down menu.
  4. Select your payment method.
  5. Enter the Reference no. and Memo if applicable.
  6. Under Amount Received, enter the amount of the payment.
  7. From the Outstanding Transactions section, select the transactions you want to apply the payment to.
  8. You can either deposit the money to your chequing account or to the Undeposited funds account.
  9. Select Save and close.

If you wish to have this feature added to QuickBooks Self-Employed, I recommend submitting feedback to our developers by following these steps.

 

  1. Select the Assistant feature.
  2. Type and enter "feedback."
  3. Follow the prompts.

Have a great day!