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ptracey9
Level 2

For some transactions we require partial payment in advance.How do I record this in QBO?

 
5 Comments 5
Rustler
Level 15

For some transactions we require partial payment in advance.How do I record this in QBO?

invoice for the partial payment and later for the balance

 

or invoice for the full amount and the customer pays a partial payment against the invoice

ptracey9
Level 2

For some transactions we require partial payment in advance.How do I record this in QBO?

The customer makes a partial payment without an invoice that we consider being a credit balance on his account. When the service is complete we invoice, credit the down payment then receive payment for the balance.

Anonymous
Not applicable

For some transactions we require partial payment in advance.How do I record this in QBO?

Hello ptracey9,

 

Thanks for coming back. 

 

The answer provided by Rustler is very helpful to record partial payments. Based on your additional information, you can use the Credit Memo function to record the advance partial payment. The system will allow you to apply it to a customer's invoice as a payment or reduction.

 

Here's an article for a reference: Apply a Credit Memo, Credit or Refund to a Customer.

 

Let us know if you need anything else. 

 

 

Nicole48
Level 1

For some transactions we require partial payment in advance.How do I record this in QBO?

How can I configure QB to always accept full payments? 

In other words, Can I remove payment amount edit option?

 

MaryAnn_E
QuickBooks Team

For some transactions we require partial payment in advance.How do I record this in QBO?

Hi there, @Nicole48.

 

We''re unable to remove the edit option or pencil icon from the payment page. This is a default option where customers can make a partial payment on the payment page.

 

Your customers can create a partial payment using the invoice you've sent to them. Once they partially paid the invoice, they can close and reopen the same link. Then, they can pay it again using a different payment method.

 

You can always visit the QuickBooks Blog site to check the latest feature added to the application. Through this, you're able to get the latest news about QuickBooks and what our Product Care Team is working on. You can check out this link: https://quickbooks.intuit.com/blog/.

 

We got you if you have additional questions. Have a great day.

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