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ShepherdDelights
November 4, 2019
Solved

Adding Part Payments on Self Employed

  • November 4, 2019
  • 16 replies
  • 25 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.

    16 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

      T
      tremaineam
      June 16, 2020

      Please do because this makes no sense.  I have PayPal and it allows partial payments. I have customers that do deposits and then the remaining is due later.  If I can't have this option why stay with QuickBooks when I can stay with PayPal?

      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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