Partial Payment for Invoices

You can now record partial payments when an invoice is paid.

On web or on mobile:

  • Start the Sales app
  • Select an invoice
  • Tap “Mark as Paid” button
  • By default the paid amount is set to the balance due.
  • In case of partial payment, update this amount to reflect the received amount
  • You can also change the paid date if needed
  • You can also link this payment to an Account.  You can configure accounts in Web Sales App > Options > Accounts tab > New.

If the payment is a partial payment, you can repeat this operation multiple times.

On the main invoice screen, you will see the status updated: Paid or Partially Paid and the balance due.
in the Notes section of the invoice, you can see the history of partial payments, including amount, paid date and account

 

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Create Packing Slip from Invoice

A Packing Slip is a document included with the shipment of goods and services, to inform your customer on the items and quantity included in the shipment.

N.B.: to start using packing slips, goto the Sales web app  > Options item in the left pane / Display tab, and check the box next to Packing Slips.

To create a Packing Slip from an Invoice:

  1. open the Invoice
  2. on mobile, tap on the Create Packing Slip button
  3. or on the web click on the three-dot menu and select Create Packing Slip

The Client info and list of Products is copied from the Invoice to the new Packing Slip. The Packing Slip number is new and different from the Invoice number.

Set the Shipped Quantities in your delivery for each Product.