Allow me to guide you in recording a partial invoice payment, @ccf2.
To begin with, are you looking for a way to record a partial invoice payment? If so, please know that QuickBooks Online has a feature that we can utilize to record a partial invoice payment instead of a Sales Receipt. I suggest using sales receipts if your customer pays you immediately for products or services at the time of sale.
Please refer to the steps below to record a partial invoice payment:
- Select + New.
- Choose Receive Payment.
- From the Customer dropdown, select the customer's name.
- Select the Payment Method from the payment method dropdown.
- Pick the account you deposited the payment into from the Deposit dropdown. Tip: You can directly deposit the money into an account or select Undeposited Funds if you need to group the payment with others.
- Enter how much your customer paid in the Amount Received field.
- In the Outstanding Transactions section, select the checkbox for the invoice you want to record the payment.
- If necessary, enter a Reference no. and Memo (optional).
- Once done, select Save and Close.
Moreover, the Accounts Receivable Aging report can give you an overview of your customers' outstanding balances, who are falling behind their payments, how much is still due, and how long they’re past due.
Let me know if you have a different concern or need further assistance recording a partial invoice payment. Keep safe.
