Balance shows on invoice in QBs but shows no balance when i email the invoice to the tenant to process for payment?

@robin38 Thank you for contacting community today.

Based off the experience you've mentioned, if the balance seen in QB is the remaining balance after a partial payment was made,  it could be one of two things:

1. There was a partial payment made electronically that was recorded in QuickBooks manually.

     The fix would be to delete the manual payment on the invoice and add the online payment from the Merchant Services Deposits screen located       on your home page.

     After adding the online payment, QuickBooks will display the remaining balance on the emailed invoice.

2. An online partial payment has not been added to the invoice from the Merchant Service Deposits screen and is pending action.

     The fix would be to add the partial payment from the Merchant Service Deposits screen.

If neither of these scenarios match what you see in QuickBooks, please contact us for additional troubleshooting with your account.

This link will take you to the QuickBooks support page, where you can select your service and the proper contact channel: Contact Support
     

Since merchant services automatically records the payments made to invoices, there is no way to manually record anything. Therefore a partial payment is still posting to the invoice and if it is emailed to the customer again with a reminder to pay the balance, they are unable to do so through the link. 

@QuickBooksHelp when will this get fixed?!?

Thanks for joining this conversation, @curious2020.

Yes, you're right. Recording a partial payment in QuickBooks Payments will automatically mark the invoice as closed or fully paid.

I can see how having the option to let customers pay the balance from a partially paid invoice would be helpful for you and your business. That said, rest assured that I'll send feedback regarding this to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks.

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

Here's the link: https://www.firmofthefuture.com/product-industry-news/product-updates/.

Just in case, I'll be adding these articles for future reference:

• Record an invoice payment.
• Let your customers pay invoices online.
• Common questions about paying invoices online.

Please know that I'm only a post away if you have any other issues or concerns. I'll be more than happy to assist. Take care and enjoy the rest of the day!

Yes, this is very odd that after all these years, QB still does not have an option for partial paying invoices.  Every other service (PayPal, etc.) allows this.

Baffled here, there must be a way

Our customers pay us a monthly fee for our services.  All of them use e-transfer and many are limited to $2000 a day.  If their fees are over $2k, they pay the first $2k and then the rest the next day (or often, within a few days)

To stay organized, upon receiving that first instalment I send a receipt for it, and wait for the remainder the next day in which I will send another receipt for that remaining amount.  The problem here is when I send that first receipt, it says the balance is zero, which is not correct.  Far too often this causes them to 'forget' to send the remainder.  The zero balance is the last thing to stick in their minds, and causes confusion.  I get it, they are busy professionals and have a million things on their minds.  The zero balance on the receipt, (when indeed there's still a couple hundred bucks or so owing) is sloppy and confusing. There must be a way to fix this.  

Hello there, @NeilG. Thank you for sharing your insights into this thread.

Yes, you're correct. When you send a receipt, QuickBooks will recognize it as a zero balance. We can send your valuable feedback to our Product Development team. You can share your insights about the feature you want to include in the program within your company file. Here's how:

1. Go to the Help menu.
2. Select Send Feedback Online.
3. Click Product Suggestion.
4. Enter all the required details. Then, click the Send Feedback button.
   

We always want to hear your suggestions as we continue developing the product as best for your business. Feel free to comment below if you have other concerns with QuickBooks. Take care always.

Though we shouldn't have to be the ones to do extra work to compensate for a technical error in our program's end....I have found a way to get around this issue of the invoice being marked as Paid when only a partial payment was received.

When we get an Intuit payment from a customer, we make it an immediate habit each time to go to the original invoice, duplicate it, and apply that new payment to this "new version" of this same invoice. 

We make sure dates and the invoice # are all changed to be the same as the original. We then delete the original/old invoice. The new version will kind of reset the link-- and will work even after applying your most recent partial payment. **YOU WILL have to perform this step each time you get a partial payment on this, or any invoice though. 

~~Don't forget to make sure any previous payments that were applied to the original invoice are then reallocated to pay on the new version :).