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I Invoiced a customer, and they only paid partial payment on their invoice. How do I clear the balance that is still "due"?

 
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I Invoiced a customer, and they only paid partial payment on their invoice. How do I clear the balance that is still "due"?

It's good to see you here in the Community, americanhomescre.

 

I'd be glad to assist you today. Let's get the partial payment recorded and clear the customer's balance.

 

When a customer does not pay you for the total amount and pays you partially, the original invoice goes unpaid. You can record the partial payment and write off bad debt to clear the balance. Below are the steps to complete the process.

 

To record partial payments:

 

  1. Select + New.
  2. Select Receive Payment.
  3. Select the name of the customer from the drop-down menu.
  4. Select your payment method.
  5. Enter Reference no. and Memo if applicable.
  6. Under Amount Received, enter the amount of the payment.
  7. From the Outstanding Transactions section, select the transactions you want to apply the payment to.
  8. You can either deposit the money to your checking account or to the Undeposited Funds' account.
  9. Select Save and close.

To write off the balance, here's how:

 

Step 1: Check your aging accounts receivable:

 

  1. Go to the Reports menu.
  2. Find and open an Accounts Receivable Aging Detail report.
  3. Check which outstanding accounts receivable should be written off.

 

Step 2: Create a bad debts expense account:

 

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. At the upper right, select New to create a new account.
  3. From the Account Type ▼ drop-down menu, select Expenses.
  4. From the Detail Type ▼ dropdown, select Bad debts.
  5. In the Name field, enter “Bad debts.”
  6. Select Save and Close.

For other steps, refer to this article (proceed to Step 3): Write off bad debt in QuickBooks Online.

 

I've also attached some articles you can use about how to let customers pay their invoices online, as well as other ways to record them in QuickBooks:

 

That information should get you on the right path. Don't hesitate to add a comment if you need anything else. Have a wonderful day!

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