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accounts321
Level 1

I am trying to do a partial payment. I want to match the transaction to the invoice, however the invoice doesn't show - please could you assist me with this?

 
1 Comment 1
Rose-A
Moderator

I am trying to do a partial payment. I want to match the transaction to the invoice, however the invoice doesn't show - please could you assist me with this?

It's good to hear from you today, accounts321.

 

I can help you apply for an invoice partial payment in QuickBooks Online. Let's run some basic troubleshooting steps to isolate the problem. We can start by accessing QuickBooks account in a private window. This usually resolves any browser-related issues.

 

Use these keyboard shortcuts depending on the browser you're using:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

After that, let's try to do the partial payment from there. Here's how:

 

  1. Click + New in the left panel and choose the Receive payment option.
  2. Choose the Customer and select the Invoice.
  3. Enter the partial payment amount.
  4. Hit Save and close.

If you're able to do this via the private window, let's clear the browser's cache on your regular web browser or you can press CTRL+Shift and Delete key on your keyboard altogether.

 

I'm leaving you the resources below. This contains information on how to record multiple payments as well as finding the invoice remaining balance in QuickBooks Online:

 

Create partial invoices from a quote

Record invoice payments in QuickBooks Online

 

Please let me know if you have any other questions. I'm always here to help and provide you additional assistance. You have a wonderful day!