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Level 1

How can I record a customer's partial payment of an invoice?

 
5 Comments
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QuickBooks Team

How can I record a customer's partial payment of an invoice?

Good day, @mrowin.

 

Welcome to the Community. I can help you record a customer's partial payment on an invoice.

 

I'll show you how:

  1. Click the Plus icon.
  2. Choose Receive Payment.
  3. Enter the customer name.
  4. Select the invoice by putting a check mark.
  5. On the Payment column, enter the partial payment amount (see screenshot).
  6. Click Save and close.

 

The status of the invoice will automatically change to Partial after following the steps given above. To get an in-depth information about invoice payment, you can refer to this article: Record customer payment in QuickBooks Online.

 

That information should get you on the right path. Don't hesitate to add a comment if you need anything else. Have a wonderful day!

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Level 1

How can I record a customer's partial payment of an invoice?

After you apply the partial payment is there an option to send the invoice again with the remaining amount due?

Highlighted
QuickBooks Team

How can I record a customer's partial payment of an invoice?

Hey there, @chuckiecreech25.

 

You can resend your customer's invoice as a reminder. I'd be happy to add some details and help you from there.

 

Sending the invoice as a reminder allows your customer to see their remaining balance. In addition, they can view the breakdown of the invoice, including the applied partial payment.

 

To send a reminder, you can follow the steps below:

  1. Hover your mouse on Sales from the left panel.
  2. Choose Customers.
  3. Select the customer from the Customers page.
  4. Click on the Transaction List tab.
  5. Locate the invoice and select Send Reminder from the Action column.
  6. Click on Send from the pop-up.

 

Once done, if your customer pays for the invoice, you can click on Receive payment again and enter the amount.

 

If you want to learn more "How do I" steps, you can always visit our Help Articles page.

 

Always know that you can post again here in the Community if you have any other concerns.

Highlighted
Level 1

How can I record a customer's partial payment of an invoice?

After applying the partial payment, how do I send the partial payment to my bank without the entire invoice being marked as PAID?

Highlighted
QuickBooks Team

How can I record a customer's partial payment of an invoice?

Good day, Gwenn.

 

The invoice will only show the partial status after adding the partial payment. Here's what it looks like:

 

 

If you're referring to the second payment that will pay the entire amount on the invoice, then you'll want to create a receive payment. Just make sure to un-check the invoice that shows up under Outstanding Transactions.

 

The process will set the payment as a credit to the customer, which you can apply to the invoice later on. Please see the sample screenshot below.

 

 

 

The invoice will remain partially paid until you apply the rest of the payment.

 

I'm also adding this article for more details: Record invoice payments in QuickBooks Online.

 

If you have any additional questions, please leave a comment on this thread. Thanks.

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