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Make a partial payment

How to make a partial payment on an invoice

Patrick Poirier avatar
Written by Patrick Poirier
Updated over 6 months ago

Here is how to make a partial payment on an invoice:

Step 1:

  • Open the invoice from the grid, locate the payment line in section 3 (Payment Schedule)

  • click on the arrow and select "Edit".

  • Adjust the amount to reflect the amount of the partial payment made by the customer

  • Click on "Pay"

Step 2: Enter the payment information in the "credit card" or "manual payment" window and save

Step 3: Following a partial payment, the payment calendar will automatically generate a new payment to show the missing balance.

Note: You can repeat these steps (1 to 3) as many times as you like. It is therefore possible to make as many partial payments as you wish.

i.e. The 80% payment above could in turn become a 20% payment, generating a new payment on the calendar corresponding to 60% of the invoice balance.

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