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