Sales & Customers

Hello there, @atxcatering.

Thanks for sharing your insights here in the QuickBooks Community. I want you to know that the changes in the program are released based on certain several factors. We're unable to provide the turnaround time on when new features are released in QuickBooks, since this is handled by the Developers Team.

Please know that you can share your suggestion within the program through sending a product feedback. Follow the steps below in a web browser:

1. Click the Gear icon and choose Feedback.
2. Enter your suggestion for our engineers on the Feedback box.
3. Once done, press Next to send it.

In the meantime, here's what you can do in QUickBooks. If there is no invoice created yet for a customer, the way you record partial payment in QuickBooks is through a retainer deposit. Using this method, you can apply it as a payment at a later time. Here are the steps to do that:

Step 1: Create a trust liability bank account: (optional)

1. Go to the Gear Icon then pick Chart of Accounts.
2. At the top of the screen, click New.
3. Use Bank Account for the Category Type.
4. Select Trust account under Detail Type.
5. Enter the name you want. Example: Trust Liability Bank Account, or leave the account name as is.

Step 2: Create a trust liability account:

1. Choose the Gear Icon then Chart of Accounts.
2. At the top, press New.
3. Select Other Current Liabilities under Catergory Type.
4. Use Trust Accounts – Liabilities under Detail Type.
5. Enter the name you want the hit Save.

Step 3: Create a product or service item that uses the trust liability account

1. Tap the Gear Icon then Products and Services.
2. Click the New button.
3. In the Name field, enter a description for the product or service item. Example: Retainer.
4. Click the Income Account drop-down and select a Trust Liability account.
5. Press Save.

To get more information about this, see this article: Record a retainer or deposit.

For existing invoices, you may apply the deposit as a partial payment. All you need to do is adjust the amount when receiving them in QuickBooks.

Here's how:

1. Click the + New icon then Receive Payment.
2. Fill in the customer name and mark the invoice to be paid under Outstanding Transactions.
3. On the Payment column, enter the deposit amount (see screenshot).
   
4. Click Save and close.

If you need further help with applying payments in QBO, please let me know in the comment below. I'll be right here to share some more information about QuickBooks tasks. Have a nice day!