cancel
Showing results for 
Search instead for 
Did you mean: 
Community Explorer **

How do I show a partial payments applied to invoices?

I posted a partial payment to an invoice and it closed it and does not show a balance due. These photos show the detail from the Invoice and from the All Sales screen. The invoice has a balance due and is NOT closed. When I tried editing the invoice, it looks like it created another one.

 

I just want to post a partial payment and have the invoice remain open, showing a balance due. Help appreciated. Thanks

6 Comments
QuickBooks Team

Re: How do I show a partial payments applied to invoices?

I've tried this on my end and it worked just the way it should, mkkc.

 

Based on your screenshot, it seems like there are two payments applied to the invoice. You have there the partial payment of $88, and another with a zero amount. You can delete the zero amount so it'll show the correct balance due of the customer.

 

Here's how:

  1. From the All Sales tab, open the payment with a zero amount.
  2. Click More at the bottom.
  3. Select Delete.
  4. Click Yes when prompted.

Keep me posted if you're now seeing the correct balance due. Thanks.

Highlighted
Community Explorer **

Re: How do I show a partial payments applied to invoices?

Thank you SophiaAnnL. After following your suggestions, the one invoice still shows Closed, with a Balance of 0, and the Total as -$88.00. The amount invoiced was $133, the payment was $88, and balance due should show $45. 

 

I am sure it is something I have not done correctly, but another invoice with partial payment is correct, and shows the correct balance due. And I think I entered them the same way. 

 

Other suggestions?

 

Thanks 

QuickBooks Team

Re: How do I show a partial payments applied to invoices?

I'll discuss how QBO handles partial payments, mkkc.

 

When a partial payment of $88 was made, the balance on the payment side will normally show zero. Then, the total will also show the negative $88. This is because that amount has been deducted to the total amount of the invoice.

 

Aside from that, it's normal to see the status of the payment as Closed. This means that the partial payment is completely applied to the invoice.

 

So when you look at the invoice, you'll see the remaining $45 with a Partial status. All you need to do then is to go back to the invoice and receive the balance of $45.

 

You can refer to my screenshot for your guide.

 

I'll be here if you have more questions.

 

Community Explorer **

Re: How do I show a partial payments applied to invoices?

I could live with that if QB had added the line your screen shot indicates for a Partial, but mine did not, so I will go back to square one and try again. Since I am just getting started I want to enter correctly from the beginning and I have more payments to post and invoices to create, and I got hung up on this. Maybe I will delete that invoice and payment and enter  it again. Thanks!

Moderator

Re: How do I show a partial payments applied to invoices?

I've read your conversation with SophiaAnnL, mkkc. It seems that she has already covered all the possibilities that caused the issue and how to correct them.

 

Your idea of deleting and recreating the transactions (invoice and invoice payments) will also work. This way, we know where we previously made the mistake and prevent it from happening again. You can use these articles for reference: 

The next time you create the transactions, you might want to review the details before saving them. This would really save your time rather than deleting and recreating the transactions.

 

You can get back to us if you have follow-up questions about this.

Community Explorer **

Re: How do I show a partial payments applied to invoices?

Thanks for the reply.