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userinfo154
Level 1

How do I get rid of a partial payment?

I gave a client a one time reduction on his invoice. Now, every time I create a new invoice for this client, QB applies the partial payment. 
How do I handle this? How do I get rid of the "partial payment" so that. it doesnt apply each and every time I create an invoice? 

3 Comments 3
ChristineJoieR
QuickBooks Team

How do I get rid of a partial payment?

Hello there, userinfo154. I'm here to share additional details on why the partial payments auto applies when you record invoice fees in QuickBooks Online.

 

Have you enabled the automatic credit application for your invoices?

 

Once this feature is activated, it will automatically apply the customer credit to your invoices; especially when they have credits available.

 

If you wish to disable the automatic credit application in QuickBooks, adhere to the steps outlined in the provided sources.

 

  1. Go to Settings ⚙, then select Account and Settings.
  2. Select the Advanced tab, then click on Edit in the Automation section.
  3. Turn off the Automatically Apply credits option.
  4. Once done, Save and Done.

 

Furthermore, you can also take advantage of our Progress Invoicing feature. It allows you to split an estimate as many invoices as you need. Instead of asking for full payment, you can invoice customers for partial payments. To get in-depth information about this feature, check out this link: Set up and send progress invoices.

 

Keep in touch if you have any other concerns when managing invoices in QuickBooks. I'll always be right here to assist you further.

userinfo154
Level 1

How do I get rid of a partial payment?

Thank you for the response. This worked. 

MorganB
Content Leader

How do I get rid of a partial payment?

I'm so glad to see you received the answer you were looking for here in the Community, userinfo154. You know where to come if you ever need a hand again in the future. Take care!

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