Is it possible to issue a Sales Receipt for part payment of an invoice?

ccf2 · ‎June 11, 2024

If a Customer makes a pert payment off an invoice that we sent them, is it possible to issue a sales receipt for that part payment off the invoice?

Eman_E · ‎June 13, 2024

Thanks for getting back to this thread, @ccf2. Let me share insights on how you can create a payment receipt in QuickBooks Online.

The sales receipt is a different sales form, it is used any time your customer immediately pays for products or services at the time of sale. This is in contrast to invoices, which you give to customers who plan to pay for their purchases later on.

To issue a payment receipt, you can open your customer's invoice payment, then either Print it or click on Save and send.

Keep in mind that generating sales for the invoice partial payments would double your sales entry.

Moreover you can visit this article to see an overview of your customers' outstanding balances, including who is falling behind on payments, how much is still due, and how long they're past due: Run an accounts receivable ageing report in QuickBooks Online.

If you have questions about managing your payment receipt or other QuickBooks-related concerns, feel free to drop a comment below, and I'll provide the necessary help.

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RogelioL · ‎June 11, 2024

Allow me to guide you in recording a partial invoice payment, @ccf2.

To begin with, are you looking for a way to record a partial invoice payment? If so, please know that QuickBooks Online has a feature that we can utilize to record a partial invoice payment instead of a Sales Receipt. I suggest using sales receipts if your customer pays you immediately for products or services at the time of sale.

Please refer to the steps below to record a partial invoice payment:

Select + New.
Choose Receive Payment.
From the Customer dropdown, select the customer's name.
Select the Payment Method from the payment method dropdown.
Pick the account you deposited the payment into from the Deposit dropdown. Tip: You can directly deposit the money into an account or select Undeposited Funds if you need to group the payment with others.
Enter how much your customer paid in the Amount Received field.
In the Outstanding Transactions section, select the checkbox for the invoice you want to record the payment.
If necessary, enter a Reference no. and Memo (optional).
Once done, select Save and Close.

Moreover, the Accounts Receivable Aging report can give you an overview of your customers' outstanding balances, who are falling behind their payments, how much is still due, and how long they’re past due.

Let me know if you have a different concern or need further assistance recording a partial invoice payment. Keep safe.

ccf2 · ‎June 13, 2024

RogelioL,

To answer your question, No, I am not looking to know how to record a partial payment on an invoice.

I just want to know is it possible to issue a Sales Receipt in QuickBooks where a Customer chooses to pay one of our Invoices with partial payments.

So for example, if a Customer decides to pay one of our Invoices via several partial payments, how do I issue the Customer with a Sales Receipt for each of the separate partial payments?

Eman_E · ‎June 13, 2024