How do I set it so customers can make partial payments on invoices with a CC?

Forum|Forum|6 years ago
February 21, 2020
18 replies
513 views

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QuickBooks Online

RenjolynC

Level 9

Hello there, rtrholdingllc.

If you're already subscribed to QuickBooks Payments, then there's no need to set up the partial payments for the invoices.

When your customer pays the invoice online, they will have the option to edit the original amount due and pay the invoice partially. This is a sample screenshot of how it would look like:

I'm also adding this article to view the steps on how to report partial payments if you are recording the payments manually: Record invoice payments in QuickBooks Online.

I'll be around if you have more questions related to QuickBooks. Thanks.

HouseCorp

When my customers make a partial payment; they are not able to pay the remainder of the invoice at a later date. The pay link give message that the invoice is paid. On my end however, I can see that it is only partially paid. I am having to create a second invoice in order for them to pay. This problem is new. It has always worked in the past. Please help

Nick_M

Level 4

Hi there, HouseCorp.

Thanks for dropping by, it sounds like, based off of the description, that the issue may be in how you're recording the partial payment. When your customer gives you a partial payment you want to make sure to record that payment in the following way.

Click the Plus icon.
Choose Receive Payment.
Enter the customer name.
Select the invoice by putting a check mark.
On the Payment column, enter the partial payment amount (see screenshot).
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.

If you have any other questions, feel free to bring them to our attention down below. Thank you and have a nice afternoon.