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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