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

rachelafree · ‎September 11, 2021

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.

SarahannC · ‎September 11, 2021

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.

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SarahannC · ‎September 11, 2021

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.

PeterO · ‎November 19, 2021

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 · ‎November 19, 2021

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 · ‎December 27, 2021

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.

JAK67 · ‎September 03, 2022

That does render such a great payment option pretty much useless in my book. What a shame. I'll tell you what, how about Quickbooks setting up an option for me to edit how much I feel like paying them for the month Ridiculous. Don't bother replying unless you resolve this.

ky332 · ‎December 06, 2022

Ya'll have to fix this. This is a legal issue in our business and causing me a ton of issues. FIX THIS!!!!! This is so simple!

Mark_R · ‎December 06, 2022

We heard your feedback and suggestion about removing the partial invoice payment in QuickBooks, @ky332.

I understand you want to turn off the partial payment when your customer pays their invoice. However, this option is working as designed in QuickBooks.

For now, I'd suggest submitting feedback to our product engineers. They may look into this suggestion and consider adding an option to remove the partial payment for invoices. To send feedback, you can click the Gear icon and select Feedback. Then, enter your suggestion and click Submit Feedback.

You might want to learn more about running and customizing reports in QuickBooks. You can check out this article: Run and Customize reports in QuickBooks Online. This will also help you focus on the details that matter the most to you.

Our Community forum is always open to help you again if you need more assistance receiving invoice payments in QuickBooks Online. Have a good one!

Anonymous · ‎October 03, 2023

I want to bump this topic, as I would like this feature to disable partial payments. I am experimenting accounting for a real estate client in Quickbooks. However, the this becomes a problem if we cannot disable partial payments. For example in a situation where a tenant decides to pay $1 for $1,000 rent, some states will recognize the landlord as accepting of the month's rent and disallow the ability to evict. Essentially, someone could get away with paying $1 a month for rent if the landlord decides to use this feature, but many landlords won't due to this. If however, QBO does allow disabling of this and more landlords pick up on this, I would bet QBO can make some nice change on those interchange fees. *wink wink*.

ky332 · ‎October 03, 2023

It is crazy to me Quickbooks hasn't addressed this. It seems like a very quick and easy fix that the growing landlord Quickbooks community desperately needs.

DivinaMercy_N · ‎October 03, 2023

Hi there, @Anonymous. I appreciate you sharing some details and insights about disabling the partial payments option in QuickBooks Online (QBO). I want to make certain that this is taken care of.

I can see how beneficial it is to your business. However, the option is currently unavailable in the program. To better fulfill our customers' demands and enhance their navigation experience, are product developers are continually working to improve and add new features to QuickBooks.

While the option you want is unavailable, you can send feedback to them to request that it be added. Our developers often study the comments in this forum to determine which functions are most desired by users.

Here's how:

In your QBO account, navigate to the Gear icon.
Next, select the Feedback option.
From there, enter the details of your product comments, suggestions, and requests.
Then, click Next to submit.

Additionally, you visit our Customer Feedback for QuickBooks Online website to track the suggestions you've submitted.

If you have other concerns or questions about managing your customer transactions, please don't hesitate to add a reply below. I'd be here ready to provide a prompt response.

Anonymous · ‎October 03, 2023

I'm just more surprised because there's more money to be made if Quickbooks does attract more landlords. Their monthly rent isn't a cheap product so getting a cut from processing those transactions would probably be pretty lucrative. However it is their software so they do however they'd like.

ky332 · ‎October 12, 2023

Bumping this thread. we have a tenant who paid 1$ of their 1450$ due this month and we are now unable to evict due to receiving a partial payment. THIS IS THE WORST FUNCTION EVER. FIX THIS QUICKBOOKS!!!!!!!!

Zed5 · ‎March 29, 2024

Bumping this issue. It's crazy this is still not fixed in 2024. This is annoying to deal with. Cash flow is a lifeline to small businesses. Either qb just doesnt care or they need to find another developer team because it shouldnt take this long to change a simple line of code.

cypressmaintenan

Dude this is literally insane. I have customers who think they can decide to only pay part of an invoice that they agree with. Whoever at quickbooks decided that partial payment allowed would be the DEFAULT setting and then cannot be changed is either incompetent or insidious.

ky332

Just got an email last week that quickbooks already overpriced ach fees are going up yet again. 20$ per ach transaction?!? Are you crazy quickbooks? We process 50 invoices per month for 12000$ per year?!? Ya no thanks. We are switching to a new rent collection ach program that is 150$ for unlimited transactions. Good bye quickbooks. Youre 1:100th the program you use to be

bbmhayes

It is 2024, has this been fixed? Same here, I do not want my customers having the option to make partial payments. This is a problem for us because when a customer is invoiced late fees they are able to select to pay the invoice amount and not the late fees.

Eman_E

Currently, the ability to disable partial payments for invoices is unavailable in QuickBooks Online (QBO), bbmhayes. We appreciate your feedback and value your contribution to enhancing our product. I’m here to guide you through the steps to submit your feedback to our engineering team.

Here's how:

Sign in to your QuickBooks Online account.
Go to the Gear icon.
Select Feedback.
Enter your feature request, then click Next.

Additionally, you visit our Customer Feedback for QuickBooks Online website to track the suggestions you've submitted.

Moreover, once a customer accepts your estimate, you can easily convert it into an invoice.

Keep in touch if you have further concerns about managing your invoices in QBO. I'll be happy to return to this post to address your queries. Stay safe, and have a great day ahead.

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