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rachelafree
Level 1

Is there a way to turn off partial payments when customers pay invoices?

When customers are paying their bill, they are entering a smaller amount. I'd like it if they don't have this option, and when they are ready to pay, they can only pay in full.
Solved
Best answer September 11, 2021

Best Answers
SarahannC
Moderator

Is there a way to turn off partial payments when customers pay invoices?

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:

 

  1. Go to the +New button.
  2. Choose Receive Payment.
  3. Enter the customer's name and the date of the partial payment (not the due date).
  4. In the Memo field, you can input any necessary description to indicate it is a partial payment.
  5. Enter the amount.
  6. Tick the appropriate invoice
  7. 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.

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4 Comments 4
SarahannC
Moderator

Is there a way to turn off partial payments when customers pay invoices?

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:

 

  1. Go to the +New button.
  2. Choose Receive Payment.
  3. Enter the customer's name and the date of the partial payment (not the due date).
  4. In the Memo field, you can input any necessary description to indicate it is a partial payment.
  5. Enter the amount.
  6. Tick the appropriate invoice
  7. 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.

PeterO
Level 1

Is there a way to turn off partial payments when customers pay invoices?

I would like to switch off partial payment too.  If I receive 3 x $2,000 payments against a $6,000 invoice via bank transfer then QuickBooks will charge 3 x $10 transaction fees versus $10 for one payment.  

ChristineJoieR
QuickBooks Team

Is there a way to turn off partial payments when customers pay invoices?

Thank you for visiting the Community, @PeterO. I'd be pleased to address your concern about receiving payment.

 

As my peer stated above, the option to turn off partial payments on your invoices is unavailable. You can have this article on how to  fix rejected ACH payments or fees in QuickBooks Payments.

 

 

If you have any additional concern about documenting your invoices please leave a comment below. I'm always willing to assist.

aprice1
Level 1

Is there a way to turn off partial payments when customers pay invoices?

Come on QB's you should have the option to turn off partial payments by now.... what gives?? This lack of function is enough to make me go find a different payment provider.

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