How do I apply partial payments to an invoice?

Good day, @nadernsier-triar .

Welcome to the Community. I can help you record a customer's partial payment on an invoice.

You should record payments, even if you were only paid part of what's owed. QuickBooks  keeps track of the remaining invoice balance:

1. Select + New.
2. Select Receive Payment.
3. From the Customer dropdown, select the name of the customer.
4. From the Payment method dropdown, select the payment method.
5. From the Deposit to dropdown, select the account you put the payment into. Tip: You can put the money directly into an account, like your checking account, or select Undeposited funds if you need to group the payment with others.
6. In the Outstanding Transactions section, select the checkbox for the invoice your recording payment for.
7. In Amount received field, enter how much money your customer paid.
8. Enter the Reference no. and Memo if needed. This is optional.
9. When you're done, select Save and close

To see the remaining balance for the customer:

1. Go to the Reports menu.
2. Find and open a Customer Balance Details report.
3. Select Run report.
4. Review the customer's Open balance.

Good day @phuongthaob56 

I don't  see the "+New" button  I am using "QuickBooks Self-Employed".

Thank you for your help!

Cheers,

Nader

Hello Nader,

Go to the invoice and click on receive payment. Enter only the amount you received. Save and close.

Thanks

Prachi

Hello ,

All I see is "Mark Paid" on thrinvoice screen.

Theres also a " more" button but no option to click pay partial.

Hello Nader,

I checked more about self-employed version and it does not have the capability of partial payments.

One option would be to track this data in an excel file and mark the invoice paid once it is fully paid. Second option would be to create multiple invoices matching the payments.

Thanks

Prachi

Hello nadernsier-triar,

Thanks for joining the QuickBooks Community. As you can see, it's a resource where you can get input from various users to help solve whatever you're running into with QuickBooks Self-Employed. I just wanted to take a moment to clarify the situation and highlight how you can share your thoughts with our product development team.

In this case, Prachi has it right: QuickBooks Self-Employed doesn't support partial payments for invoices. What you can do is leave the invoice open until the full amount is paid, using workarounds like Prachi suggests to track the payments outside of the program. I know this creates a bit of extra work, however, so I'd like to share how you can submit feedback.

Submitting feedback about the features available in QuickBooks Self-Employed and what additions you'd like to see if helpful for our team. We want to know how users want to use the program, so when we have your thoughts, it's easier going for us. Here's how you can submit your thoughts.

1. Select the Assistant feature.
2. Type and enter the word "feedback" into the chat box.
3. Follow the prompts to submit your feedback.

If you're keen on having the option for partial payments more immediately, you can consider switching to QuickBooks Online. Keep in mind, this move isn't right for all self-employed folks as the Online version of the software is for handling business data rather than self-employed tracking, but you're welcome to take a look to see if it would work. Here are some links about QuickBooks Online and making the switch if you decide to do so.

• QuickBooks Online

• Record invoice payments in QuickBooks Online

• Switch from QuickBooks Self-Employed to QuickBooks Online

Don't hesitate if you have more questions. Have a great week!

i see its not possible to add partial payments to an invoice with self-employed quick books. 
i would like to know why this is ?
it kind of makes for sloppy book keeping, it actually confuses clients when i send them their invoices.
Do you have any suggestions? or are you able to fix this ?
please reply thank you :) 

Hi MattMacCallum,

Thanks for joining us here.  Welcome!  QuickBooks Self-Employed does have some limitations as you're already aware.  In addition to the valuable information provided in this thread, you can submit a suggestion for future updates by following the steps provided above.  You may also want to consider moving your data to QuickBooks Online where you'll have the ability to record partial payments toward invoices and enjoy other valuable features that make your bookkeeping a breeze.  I'd be happy to provide more information so you can get back to business as soon as possible!

QuickBooks Online and QuickBooks Self-Employed are two different products, so you would need to export your data from your Self-Employed account and then import it into QuickBooks Online, if you decide to proceed with this suggestion.  Here's how to switch from QuickBooks Self-Employed to QuickBooks Online.

Please don't hesitate to reach back out if you have any other questions.  We'd love to help!