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hariskareem009-g
Level 1

How to add a partial payment option in Invoice?

 
1 Comment 1
RoseJillB
QuickBooks Team

How to add a partial payment option in Invoice?

Thank you for reaching out to the Community, hariskareem009.

Let me share insights and helpful steps to add partial payment in QuickBooks Online (QBO).

If you already subscribed to QuickBooks Payments, your customer can automatically pay the invoice online without setting up partial payments. Thus, they'll have an option to edit the original amount to the amount they want to pay.

I added a screenshot for your visual reference.

 

 

Moreover, please take note that QuickBooks Payments only allows one-time payment on invoices, either partial or full payment. Henceforth, when your customer gives you an additional payment, you can follow the steps below to enter them into your company file:

 

  1. Click the New icon.
  2. Choose Receive Payment.
  3. Enter the customer's name.
  4. Select the invoice by putting a checkmark.
  5. On the Payment column, enter the partial payment amount.
  6. Click Save and close.

 

Once done, the customer’s balance will automatically update. Refer to this article for more information: Record invoice payments in QuickBooks Online

 

Furthermore, browse these resources for your reference when categorizing transactions and reconciling your account.

 

Let me know if you have more queries about invoice payments. I’ll get back as soon as I can. Have a good one!

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