I have a customer who I created an invoice for. She purchased 15 hours and paid an initial deposit and then later sent me a check for the remaining balance. We have not yet completed the job though. Is there a way to mark the invoice as paid but leave it open until the work is complete? or is there another better way I should be doing this? I've held off on depositing the check until I know how best to proceed. Thanks!
Thank you for the reply! That make sense and I'll give it a try. My follow up question though is --is there any way to update the status of the invoice so if the customer looks at it again she can see that I've acknowledged she's paid it?
Thank you for the reply--I'll definitely give that a try. My only other concern though is --is there a way to indicate in some way that, although the invoice isn't closed, it has been paid? I want to acknowledge to my customer, should she review her invoice again, that she's paid. Thank you!
If your customer has paid an invoice in full, there isn't a way to keep the invoice marked as open. The complete payment will auto close the invoice as Paid.
A workaround for what you are requesting would be to remove the check payment from the invoice to keep it open. Record the check payment but do not apply it to the invoice until the job is done and you're ready to mark the invoice as Paid.
You can use the Memo section on the invoice to make a note for your customer on what payments have been received towards total invoice amount.