Sometimes a customer may make only a partial payment against an invoice you have sent. You can record this payment in two ways.
- Manually record the payments against the invoice
- When a customer pays the partial amount for their invoice using an online gateway.
To indicate that you have received payment against an invoice, you must record the payment in that particular invoice and
mark it as paid. If you receive partial payment from a customer, record payment partially. Each payment will be recorded as a separate receivable in Receivables App against that invoice.
Steps to record a Partial Payment
- Log in and access the Invoices App from your universal navigation menu.
- Create a New Invoice or select an existing invoice.
- Click on "Record Payment" next to Bulk Actions.
- In which, select payment method (for instance: here "Zipmark" payment methods are used) which is a mandatory field.
- Fill the partial amount paid or to be paid and other required details.
- Click on the “Save” button.
- You can view the success message as “Record-payment-made-successfully” at the top of the invoice view page.
Recorded Amount will be deducted from Invoice Total
When you try to record the payment for next time, the amount field will be auto-filled with an existing balance. The below image displays the balance since we have already made payment partially.
- Click on the "Payments" tab to view the list of all the recorded partial payments associated with the Selected invoice.
- You can also edit the payment information using the "Edit" icon if needed.
View Created Payment in Customer Payments App
- You can also view the payments created in Customer Payment App, access it to view the recorded payment as shown in the image below:
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