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rtrholdingllc
Level 1

How do I set it so customers can make partial payments on invoices with a CC?

 
18 Comments 18
RenjolynC
QuickBooks Team

How do I set it so customers can make partial payments on invoices with a CC?

Hello there, rtrholdingllc.

 

If you're already subscribed to QuickBooks Payments, then there's no need to set up the partial payments for the invoices.  

 

When your customer pays the invoice online, they will have the option to edit the original amount due and pay the invoice partially. This is a sample screenshot of how it would look like:

 

 

I'm also adding this article to view the steps on how to report partial payments if you are recording the payments manually: Record invoice payments in QuickBooks Online.

 

I'll be around if you have more questions related to QuickBooks. Thanks.

Fiat Lux - ASIA
Level 15

How do I set it so customers can make partial payments on invoices with a CC?

@rtrholdingllc 

As additional option, explore the invoicing feature in this app. You may find something useful to integrate with your QBO.

http://get.practiceignition.com/quickbooks

 

Hope it helps.

HouseCorp
Level 1

How do I set it so customers can make partial payments on invoices with a CC?

When my customers make a partial payment; they are not able to pay the remainder of the invoice at a later date. The pay link give message that the invoice is paid.  On my end however, I can see that it is only partially paid.  I am having to create a second invoice in order for them to pay.  This problem is new.  It has always worked in the past. Please help

Nick_M
QuickBooks Team

How do I set it so customers can make partial payments on invoices with a CC?

Hi there, HouseCorp. 

 

Thanks for dropping by, it sounds like, based off of the description, that the issue may be in how you're recording the partial payment. When your customer gives you a partial payment you want to make sure to record that payment in the following way. 

  1. Click the Plus icon.
  2. Choose Receive Payment.
  3. Enter the customer name.
  4. Select the invoice by putting a check mark.
  5. On the Payment column, enter the partial payment amount (see screenshot).
  6. Click Save and close.

 

The status of the invoice will automatically change to Partial after following the steps given above. To get an in-depth information about invoice payment, you can refer to this article: Record customer payment in QuickBooks Online.

 

If you have any other questions, feel free to bring them to our attention down below. Thank you and have a nice afternoon. 

cedarvalley
Level 1

How do I set it so customers can make partial payments on invoices with a CC?

How does customer make second or third payment untill invoice is paid in full

 

cedarvalley
Level 1

How do I set it so customers can make partial payments on invoices with a CC?

Then can customer go back in the original sent invoice to make additional payments or does it need to be resent to make more payments till invoice is paid in full?

LieraMarie_A
QuickBooks Team

How do I set it so customers can make partial payments on invoices with a CC?

I'm here with some information that I'm sure you'll find helpful regarding automatic invoice and payments, @cedarvalley.

 

QuickBooks Payments only allows one-time payment on invoices, either partial or full payment. When your customer gives you additional payments, you can enter them using the instructions below:

  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 (see screenshot).
  6. Click Save and close.

 

Once done, it will automatically update the customer's balance. You can refer to this article for more info: Record customer payment.

 

You can also take advantage of our Progress Invoicing feature. It allows you to split an estimate as many invoices as you need. Instead of asking for full payment, you can invoice customers for partial payments. To get in-depth information about this feature, check out this link: Set up and send progress invoices.

 

Please come back if you need further assistance in setting up the Progress Invoicing feature. I look forward to being able to help you again in the future.

_Shannon
Level 1

How do I set it so customers can make partial payments on invoices with a CC?

I have a customer that paid half of their invoice using bank transfer, now they are trying to pay the other half and it shows them the invoice is already paid. Is there a way for me to reactivate the link for that invoice? Or do they have to use a different method of payment for the second half?

Ryan_M
Moderator

How do I set it so customers can make partial payments on invoices with a CC?

Welcome to the Community, @_Shannon. I'll help you out with your query about online payment for your invoices in QuickBooks Online (QBO).

 

As my peer @LieraMarie_A stated above, QuickBooks Payments allow a one-time payment for invoices, whether partial or full. You can follow the steps she provided above to record the second half of the payment. In case you missed it, here's how:

 

  1. Go to the + New menu.
  2. Select Receive payment
  3. Enter the customer's name.
  4. Tick the box of the invoice in question. 
  5. Type in the partial payment under the Payment column.
  6. Hit Save and close.

 

In the future, if you encounter any issues with ACH bank transfers, you can keep this article for reference: Fix rejected ACH payments or fees in QuickBooks Payments.

 

Post a reply if you have other questions about online payments in QBO. I'll be around to help you out. Have a pleasant day!

ATL2
Level 1

How do I set it so customers can make partial payments on invoices with a CC?

Thank you for the information you have provided on how to have a customer make a partial payment.  My question is once a customer makes a partial payment against an invoice how do you get them to pay the remaining amount.  Currently the only way we know how to do it is "Create" another invoice for the remaining balance and send that again.  Obviously this causes some inherent issues to our accounting.  Can you explain the correct or better way to do this.

AbegailS_
QuickBooks Team

How do I set it so customers can make partial payments on invoices with a CC?

Thanks for joining the thread, @ATL2

 

You can receive payment in your invoice then enter the amount, that way it would still be open and can still be linked to the next payment.

 

Here's how you can receive payment:

  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 (see screenshot).
  6. Click Save and close.

 

Here are some links that you can use for reference: 

 

It would be my pleasure to help you further if you have additional concerns about your transactions. Take care and have a great day!

tiptip22
Level 1

How do I set it so customers can make partial payments on invoices with a CC?

how do i REMOVE that partial payment? I don't want them to have the option to do that

Mich_S
QuickBooks Team

How do I set it so customers can make partial payments on invoices with a CC?

Thanks for joining the thread, @tiptip22.

 

I recognize the importance of being able to manage customer payments in QuickBooks Online.

 

Currently, the option to remove the partial payment option for customers is unavailable in QBO. I suggest providing feedback on this. Our engineers are constantly updating our software, and your feedback is always appreciated. Here's how:

 

  1. Click on thebutton at the top.
  2. Choose Suggest Idea.
  3. Enter the information needed, then hit Send Idea.

 

For more information on how to handle payments in QBO, read this: Record invoice payments in QuickBooks Online.

 

Keep us updated by leaving a reply to this thread. We're always here to back you up. Have a great rest of the week!

 

avbl
Level 1

How do I set it so customers can make partial payments on invoices with a CC?

I am having the same issue. I work with QuickBooks DESKTOP.. When a customer makes a partial payment from the link in the email that we send out, after the partial payment is made, the invoice shows as paid in full, the next time they go to the link to pay it. You have been answering something for US to do and we know how to receive a partial and full payment.

 

The question is for the customer to make the final payment after making a partial payment. The link only provides them the option to pay, but the invoice shows PAID IN FULL with no payment due. On our end, obviously we show they still owe it, but on their end it shows paid in full.

 

Please answer the work-around for THIS question, not how to receive a payment. We already know how to do that.

Mark_R
QuickBooks Team

How do I set it so customers can make partial payments on invoices with a CC?

I appreciate the detailed information you've shared, @avbl.

 

I've come to help make sure your customer can pay the remaining invoice balance online. This way, you can manage your transactions accordingly and get back to business.

 

The option to let customers pay their remaining invoice balance online is currently unavailable. Even if they pay the invoice partially, QuickBooks will automatically change the invoice status to paid. To handle this situation, you can ask your customer to pay through bank transfer and add the payment manually to your QuickBooks Payments account. Here's how:

 

  1. Sign in to your QuickBooks Payments account.
  2. Click the Banking menu, then go to the Make Merchant Service Deposits.
  3. Select Add Payments to Record.
  4. Fill in the necessary information and then save it to complete the process.

 

I'm adding this article to help your customers if they can't pay for an invoice you send them: What to do if customers can't pay their invoices online.

 

You may want to monitor your invoices in QuickBooks Desktop. You can run and customize the Transaction Detail report.

 

Let me know how it goes in the comment section below, @avbl. I want to ensure this issue is taken care of.

avbl
Level 1

How do I set it so customers can make partial payments on invoices with a CC?

When a customer makes a partial payment, QuickBooks recognizes the payment as paid in full and when you send the invoice again, it doesn’t show a balance.

 

The work-around to this is; un-apply the payment in QB (DO NOT delete the payment as it’s probably been deposited but un-apply it form the invoice. THEN resend to customer so they can pay the remaining balance.

Don't forget to apply the initial payment to the invoice in QuickBooks after you've sent the invoice again

 

 

wojos2
Level 1

How do I set it so customers can make partial payments on invoices with a CC?

I've done the work around and it worked great! Thanks,. Is this something that will continue if a customer pays by CC in desktop?

MirriamM
Moderator

How do I set it so customers can make partial payments on invoices with a CC?

Hi there, @wojos2.

 

I want to make sure you get the help you need.

 

To ensure we're on the same page, can you add more details about the continuation you're referring to if a customer pays by CC on the desktop? Any extra information is appreciated.

 

We are looking forward to hearing from you. Have a great day!

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