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How do you post a partial invoice

 
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QuickBooks Team
QuickBooks Team

How do you post a partial invoice

Let me help you post a partial invoice in QuickBooks Online (QBO), Bthurmon62.

 

You can turn on the Progress Invoicing feature to create partial invoices from an estimate.

 

Here's how:

 

  1. Go to the Gear icon on the top menu.
  2. Choose Account and Settings.
  3. Tick the Sales tab.
  4. Hit the Pencil icon in the Progress Invoicing section.
  5. Place a checkmark for Create multiple partial invoices from a single estimate option.
  6. Tap Save.
  7. Press Done.
  8. Click Yes to confirm.

Then, create a new invoice template. Just follow the instructions in Step 2: Create a progress invoice template section in this article: Set up and send progress invoices in QuickBooks Online. Then, proceed to Step 3 until Step 5 to finish the setup.

 

I've got a link here that provides you with articles about processing customer payments: https://quickbooks.intuit.com/learn-support/en-us/sales-and-customers/process-payments/08?product=Qu....

 

Keep me posted if you need a hand with applying for partial payments on your invoice or any QBO related. I'm always here to help.

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