posted
Best answer September 11, 2021
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Hello there, @rachelafree. I'm here to share the details you need about partial payments in the program.
I got the point that you're making about turning off partial payments for invoices. However, this option is unavailable.
With that, your customer can pay either partial or full payment. When you only receive some of the amount owed on a customer invoice, make sure to record it in the system as soon as it is received. Here's how:
- Go to the +New button.
- Choose Receive Payment.
- Enter the customer's name and the date of the partial payment (not the due date).
- In the Memo field, you can input any necessary description to indicate it is a partial payment.
- Enter the amount.
- Tick the appropriate invoice
- Click Save and close.
It’s best practice not to mark the invoice as “paid” until you receive the full amount. You can check this article to learn more about handling customer's payments in QuickBooks Online: Learn how to receive and record invoice payments.
Also, you can check and read through about sending invoices over time as you work off an estimate in QuickBooks. From there, you can get more ideas about progress invoicing that help you request payment for work completed to date.
If you have other questions about QuickBooks transactions, please know that you can tap me on my shoulder anytime. I'll do my best to help you figure them out as soon as possible. Take care and stay safe.
Hello there, @rachelafree. I'm here to share the details you need about partial payments in the program.
I got the point that you're making about turning off partial payments for invoices. However, this option is unavailable.
With that, your customer can pay either partial or full payment. When you only receive some of the amount owed on a customer invoice, make sure to record it in the system as soon as it is received. Here's how:
- Go to the +New button.
- Choose Receive Payment.
- Enter the customer's name and the date of the partial payment (not the due date).
- In the Memo field, you can input any necessary description to indicate it is a partial payment.
- Enter the amount.
- Tick the appropriate invoice
- Click Save and close.
It’s best practice not to mark the invoice as “paid” until you receive the full amount. You can check this article to learn more about handling customer's payments in QuickBooks Online: Learn how to receive and record invoice payments.
Also, you can check and read through about sending invoices over time as you work off an estimate in QuickBooks. From there, you can get more ideas about progress invoicing that help you request payment for work completed to date.
If you have other questions about QuickBooks transactions, please know that you can tap me on my shoulder anytime. I'll do my best to help you figure them out as soon as possible. Take care and stay safe.
