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How do I split payments with a QUICKBOOKS invoice? I have a customer thats wants to split the invoice in 4 payments. I wouldn't want to create 4 invoices.

 
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Anonymous
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Re: How do I split payments with a QUICKBOOKS invoice? I have a customer thats wants to split the...

You've come to the right place, @jony1.

 

Recording partial payments in one invoice is fast and easy. I can help show you how:

 

  1. Select the Create ⨁ icon, then select Receive Payment.
  2. Choose the name of the customer from the drop-down menu.
  3. Select your payment method. You may enter the Reference no. and Memo if applicable.
  4. Under Amount Received, enter the amount of the payment.
  5. From the Outstanding Transactions section, select the transactions that you’d like to apply the payment to.
  6. Enter the partial payment amount on the Payment field.
  7. You can either deposit the money to your checking account or the Undeposited Funds account.
  8. Select Save and close.

 

That's it. If you want to run a report to show the remaining balance, you may open the Customer Balance Details. For other helpful information, you can refer to this related article: Record a customer payment.

 

Please let me know how the steps work out for you. I'm always here to help if you have additional questions about partial payments.

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Re: How do I split payments with a QUICKBOOKS invoice? I have a customer thats wants to split the...

I've seen that. but how do I send that partial payment to my customer so that they can pay?

QuickBooks Team

Re: How do I split payments with a QUICKBOOKS invoice? I have a customer thats wants to split the...

Thanks for getting back, jony1.

 

It's very easy to get paid through e-invoicing. You can send an invoice that they can pay anywhere, anytime.

 

Currently, to process a partial payment to an e-invoice is unavailable. I know this is really what you want. Because of this, I'll send feedback to our developers. They can put this into consideration and be part of future updates.

 

In the meantime, you can look for a third-party application. A software that can send invoices with an option to process a partial payment. You can check our QuickBooks App Store.

 

We're available anytime to help you. Just let us know if you need further assistance.

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