Recording a Payment
How do I record a part payment on an invoice e.g invoice was for $2,000 client paid $1,000
Thanks
Forum Discussion
3 Replies
Hi DRKLR,
Yep, the software can handle part payments, no worries. Just record the invoice as normal, then when you record the payment, pop in the $1,000 (half the invoice) instead of the full $2,000. The system will keep track of the remaining balance for you.
If you want a bit more detail, have a look at the Receiving Payments help article as well.
Regards,
GenreveHi Genreve thank you. When I record the $1000 in the payment it shows the $2000 in the discounted balance is this correct? I have not recorded anything in the discount line. if I save this will it then show a balance of $1000 still owing? Thank you
Hi DRKLR,
Yep, if you just record a part payment, the remaining $1,000 on the invoice should still show, as long as no discount was applied.
I’m not too sure where the $2,000 “discounted” balance is coming from based on what you’ve described. If the invoice shows $2,000 outstanding and you record a $1,000 payment using the steps in the help article, you should be left with a $1,000 balance.
If it’s not behaving that way or something doesn’t look right, it’s best to get in touch with our support team. You can log a ticket from the My Account window, or chat with our team live via MOCA, our virtual assistant.
Regards,
Genreve
