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S
ShepherdDelights
November 4, 2019
Solved

Adding Part Payments on Self Employed

  • November 4, 2019
  • 3 replies
  • 17 views

Hi,

 

How do we add part payments onto invoices on QuickBooks Self Employed?

 

It is frustrating me that I cannot keep track of what my customers have paid already.

 

Many Thanks,

    Best answer by payment after leaving

    Hi ShepherdDelights

     

    It is not possible to mark partial payments against invoices, you can only mark them as paid, when the invoice has been fully paid.

    3 replies

    P
    payment after leavingAnswer
    Level 10
    November 4, 2019

    Hi ShepherdDelights

     

    It is not possible to mark partial payments against invoices, you can only mark them as paid, when the invoice has been fully paid.

    S
    ShepherdDelightsAuthor
    November 4, 2019

    I am confused as to why not - this doesn't seem sensible?

     

    I moved from a system that allowed this, thinking this was a simple accounting basic? Bit shocked it isn't.

      E
      EmmaM
      Level 10
      November 4, 2019

      Hello ShepherdDelights

       

      As the invoicing section in the Self Employed product does not link with the income,at the moment it is used for sending out emails and marking them as paid.The transactions section is the only section that impacts income,in that section you can either connect the bank,upload a CSV or manually add transactions for the part payment or a combination of these depending on what suits you best.

       

      It is a basic accounting package,we can pass on your feedback to our product developers.

       

      Emma

      D
      DaisyBCreations
      January 22, 2020

      Hi, 

       

      I recently moved over from a free accounting software to Quickbooks as the one I was using before stopped linking with bank accounts and felt perhaps Quickbooks would be a better fit for me, however it seems bizarre that you can't split payments. The majority of my clients pay a deposit making it very difficult for me to keep track of my income with your software. Considering this is a payed service, could you please make this change soon, otherwise I think regrettably I'll have to go back to my previous software. 

       

      Thank you.

        katherinejoyceO
        katherinejoyceO
        Level 9
        January 22, 2020

        Welcome to the Community, @DaisyBCreations. 

         

        Thanks for choosing QuickBooks for your business. I can guide you through handling and record split transactions from your bank. Please note that Income transactions can't be split to both Income and Expenses, and vice versa. 

         

         Here's how: 

         

        1. Go to the Transactions page. 
        2. Select Split from the Type column. 
        3. Split the transaction by Amount or Percentage. You can also add a line and choose multiple categories from one transaction.
        4. Click Save when done. 

         

        You can also add a rule to the Split transaction. Simply check the box at the bottom that says: Always split (transactions). 

         

        For more information, check out this article: Split and Exclude Transactions. 

         

        For future reference, read through: QuickBooks Self-Employed Overview. You can learn more about what you can do in QB self-employed. 

         

        Feel free to message again if you have more questions. We're always delighted to help you more.

        S
        ShepherdDelightsAuthor
        November 5, 2019

        Thank you, I do know how to add a transaction but this does not help me keep track of my income and who has paid deposits and who has not.

         

        I have to record this manually myself on a piece of paper - not ideal.

         

        I assume this will not be changed anytime soon so therefore will not help me now.

         

        thanks

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