Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
dcepwelding-gmai
Level 1

I have QB Self-Employed. How do I make a partial payment to an invoice?

 
1 Comment 1
Angelyn_T
Moderator

I have QB Self-Employed. How do I make a partial payment to an invoice?

Hi, @dcepwelding-gmai.

 

I'm here to share with you some information about handling invoice payments in QuickBooks Self-Employed (QBSE).

 

Recording or making partial payments is currently available in QuickBooks Online (QBO). QBSE offers a simplified invoicing feature. Meaning, you can only mark your invoices as fully paid. Here's how:

 

  1. Open your QBSE account, then click on Invoices at the left pane.
  2. Find the invoice.
  3. Select the arrow icon in the Action column.
  4. Tap on Mark as paid.

 

If you want to send the proof of payment to your customer, you can click on the Send receipt tab.

 

Please keep in mind that marking an invoice as paid does not automatically record the payments on the Transactions page. Thus, you have two ways to record the partial payments from there.

 

  1. Add the partial payments manually.
    1. Go to the Transactions page.
    2. On the right side above the list of transactions, click the Add Transaction.
    3. Enter the details for the transaction and select a category.
    4. Click Save.
  2. Wait for the payment to be downloaded to QuickBooks (if your bank is connected).

 

For more hints about handling your invoices and other transactions, you can open this article: Manually add transactions in QuickBooks Self-Employed.

 

If you have any other questions about invoices and payments, let me know by adding a comment below. I'm more than happy to help. Have a good one!

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us