Billable Time and Expenses - Partial Payment Received

I’m glad to see you in the Community today, NNeese.

I’m here to help ensure you can apply the remaining $50 to the same invoice. We’ll have to go to the Customer Payment screen to accomplish this task.

When there’s a payment balance, the invoice will show as open in QuickBooks. The remaining amount to be paid will reflect in the AMT DUE column. Once you’re ready to pay it, go directly to the Customer Payment screen to view the invoice and pay the balance. 

Here’s how:

1. Open QuickBooks, go to the Customers menu at the top bar, and choose Receive Payments.
2. This will display the Customer Payment screen.
3. From there, look for the invoice you’re working on.
4. Then enter the amount you wish to pay in the PAYMENT AMOUNT field ($50).
5. Tick the box for the invoice and then click Save & Close.

This reference contains resources to help efficiently organize your cash flow, track sales, receivables, and profitability more accurately: Get started with customer transaction workflows in QuickBooks Desktop. It contains links on how to perform customer-related activities such as invoicing, recording payments, depositing them, etc.

Stay in touch if you have other concerns about applying payment to unbilled transactions. I’ll be around to make sure this is taken care of for you. Have a great rest of the day and stay safe.

This will not work as we didn't actually Bill the customer. It was attached to "Unbilled Costs by Customer/Job" and had balance left. It brings in entire item instead of what you type in as the amount to apply to a Sales Receipt.

Hi there, @NNeese.

Let me join in this conversation and help you record your customer/job payment in QuickBooks Desktop. 

Once you link a billable expense to a sales receipt, the system will only allow you to record the payment once in the program. QuickBooks doesn't have the option to record partial sales receipts since it's recorded at the time of sale. That is why you're unable to see its remaining balance.

It would be best to record the billable expense using an invoice. That way, you can properly track the actual payments made by the customer then record them in QuickBooks. For the detailed steps, check out this article: Track job costs in QuickBooks Desktop.

After recording the partial payment, follow these steps to receive the full amount. 

Here's how:

1. Go to the Customers menu and select Customer Center.
2. Click the Customers & Jobs section, then click the name of the billable customer. 
3. Look for the invoice and double-click it to open. 
4. Click Receive Payments. This should show the remaining balance of the invoice. 
5. Enter the payment amount and select Save and close. 

I'll also share our Year-End Guide for QuickBooks Desktop. This will provide you with some info on what you'll need to do when closing your books and preparing for the new one.

Let me know if you need further assistance with this, @NNeese. I'm always around to provide answers and clarifications to your questions. Have a great day ahead and take care.