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Join nowHi there, @cameronwylde15.
Thanks for posting here in the Community.
I know it looks like uneasy for you, yet, here's how you're going to pay a part of your customer's bill.
For you to get a part of the total payment due, you'll need to create a Receive payment. (Note: Currently, we can't process a partial payment that includes the quantity and rate, you may use the memo box to enter the quantity and rate to keep records)
Here's how:
This will reflect on the Customer Balance Detail and Sales by Product/Service Detail reports.
Here's an additional guide in using the Receive Payments function: Receive Payments.
This article will help you provide different kinds of receiving payments: Record a customer Payment.
Don't hesitate to leave a message if there's anything else you need. I'm always here to help you. Take care and enjoy your day!
Thank you for your reply!
I am familiar with using the receive payments function. My question is a little different, and relates to before I have sent a customer an invoice.
I want to invoice a customer for only a 25% payment, while reflecting the total amount ultimately due (including the total number of units sold) on the invoice.
Hello there, @cameronwylde15,
Currently, there isn't a way to automatically include the quantity and rate on each invoice while reflecting the total payment due. What you can do is to select the Account Summary option on the invoice template. This lets your customer see his balance forward, payments and credits, new charges, and total amount due. Here's how:
The screenshot below shows you the last four steps.
Personalizing your forms is a great way to boost your business' brand. This helps you control the information you want to appear on your sales forms. Just go to the Settings (Gear) icon at the upper right, then select Custom Form styles. To learn more about this process, go through this article: Customize Your Invoices, Estimates, and Sales Receipts in QuickBooks Online.
I'm just a post away if you need anything else. Have a great day, @cameronwylde15.
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