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rubenruenes
Level 1

Can't accept partial payments

Can't accept partial payments
3 Comments 3
MorganB
Content Leader

Can't accept partial payments

Good morning, rubenruenes.

 

Thank you for taking the time to reach out for support here in the Community. I'm here to make sure you're able to accept partial payments in your QuickBooks Online account. 

 

Here's how to enter a partial payment from your customer:

 

1. Click the +New button, and choose Receive Payment.
2. Locate and select the Customer from the drop down menu that you're receiving the payment from.

3. Choose the Payment method.

4. Select the account you put the payment into. 
5. Enter the amount you receive.

6. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.

7. Enter a Reference number and memo if necessary.
8. Select Save and close.

 

Once you've entered the partial amount of the payment, totals will be updated on the Customer Balance Detail and Sales by Product/Service Detail reports. For additional info, I recommend checking out the following article: Record invoice payments in QuickBooks Online

 

That will do it! I'll be here if you happen to have any other questions.

joel46
Level 1

Can't accept partial payments

How do I set the invoice to allow for a partial payment to be paid online?

AbegailS_
QuickBooks Team

Can't accept partial payments

Hello there, @joel46 .

 

Currently the option to set partial payment in QuickBooks Online is unavailable. Even if your customer pay the invoice partially, QuickBooks will automatically change the invoice status to paid. 

 

What we can do is manually record the amount when receiving payments. Here’s how:

 

1.    Select the Receive payment button.
2.    In the Receive Payment window, enter the details such as Payment Date, Payment method, Reference no., and Deposit to.
3.    Enter the partial amount in the Payment field.
4.    Make sure it matches with the Amount Received.
5.    Click Save and close.

 

You can check to this article on how to track customer payments such as joint and partial payments, as well as how to deposit them: Record a customer payment.

 

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.

 

It would be my pleasure to help you further if you have additional concerns about your transactions. Take care and have a great day!

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