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elsa-sewzeal-com
Level 2

Is there a way in QBO to create only one invoice and specify the amount you would like to pay?

Our business is custom made window treatments and half of the time we collect a deposit for the job which is used to buy materials needed for the job and then we bill the balance once we completed the job. Other times we do certain jobs where we just do the work and bill the entire amount. I tried progress billing but it creates multiple invoices and I want everything all on one invoice that shows the original amount, deposit paid and the balance owed without having to create multiple invoices.
3 Comments 3
Jovychris_A
Moderator

Is there a way in QBO to create only one invoice and specify the amount you would like to pay?

Thanks for posting to the Community, Elsa. It's great to see your business growing larger.

 

Yes, we can create only one customer bill and specify the amount the customer has paid. You'll have to enable the Deposit option in the Sales form content in Sales settings.

 

  1. Click the Gear icon on the top right.
  2. Select Account and settings, then go to Sales.
  3. From the Sales form content section, switch Deposit to On.
  4. Hit Save.

 

Once done, you can now create an invoice with the partial payment or deposit. This includes the services and the items used for the job. Here's how:

 

  1. Click the +New  and then select Invoice.
  2. Enter the job/items and other details like customer name and date.
  3. From the Deposit field, enter the amount.
  4. Select Payment method and choose Payments to deposit/Undeposited Funds from Deposit to drop-down.


     
  5. Hit Save and close.

 

Once you have the money deposited in your bank in real-time, consider entering a bank deposit record in QuickBooks to link the invoice deposit payment. You can follow the steps from this article: Record and make a bank deposit.

 

I'm sharing this reference for more insights: Add a deposit to an invoice in QuickBooks Online.

 

On the other hand, we're unable to show what paid services/items and has a balance. I suggest sending feedback online to help enhance this feature and your experience as well.

 

Additionally, you can run the Deposit Detail and Open Invoices report to keep track of your transactions with outstanding balance.

 

I'm still here if you need more insights or assistance with recording and receiving customer transactions. Anytime I can help. Stay safe and well!

elsa-sewzeal-com
Level 2

Is there a way in QBO to create only one invoice and specify the amount you would like to pay?

Actually I wanted to create an invoice and email it to a customer but only have the customer pay 50% of it. I write on the invoice I email please pay 50% now and you will be billed 50% but sometimes the customers pay the entire amount.  So for example,  if I create an invoice for 1000 dollars, I want to email it to a customer but have them only pay 500 and not the full 1000. How do I do that? This scenario is a little different than the one you described where you apply partial payments to an invoice.  

Bryan_M
QuickBooks Team

Is there a way in QBO to create only one invoice and specify the amount you would like to pay?

Hi there, Elsa! We appreciate you for providing us with detailed information about your goal.

 

Let me help you achieve it. If you're using QuickBooks Payments, let your customer click the Edit amount and change it to $500.00 to the Invoice you've sent to them.

 

After that, let them click the Pay $500.00 below. You can refer to the screenshots provided.

 

 

 

Once done, you'll receive the partial payment in the same invoice that you created for the $1000.00. But, if you're not using QuickBooks Payments, then we'll need to create and receive partial payment manually, just like what was provided by my colleague.

 

For future reference, if you want to receive retainers or deposits from customers before performing any services, feel free to read this article: Record a retainer or deposit.

 

Never hesitate to route back yourself here in this thread if you need additional assistance in managing your invoices. I'll be happy to help. Keep safe and enjoy the rest of your week!

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