Skip to main content
ShepherdDelights
Nov 4, 2019 2:01 PM UTC
Solved

Adding Part Payments on Self Employed

Hi,

 

How do we add part payments onto invoices on QuickBooks Self Employed?

 

It is frustrating me that I cannot keep track of what my customers have paid already.

 

Many Thanks,

    payment after leavingAnswer
    Nov 4, 2019 3:47 PM UTC

    Hi ShepherdDelights

     

    It is not possible to mark partial payments against invoices, you can only mark them as paid, when the invoice has been fully paid.

    View in thread

    16 replies

    payment after leavingAnswer
    Nov 4, 2019 3:47 PM UTC

    Hi ShepherdDelights

     

    It is not possible to mark partial payments against invoices, you can only mark them as paid, when the invoice has been fully paid.

    ShepherdDelightsAuthor
    Nov 4, 2019 4:04 PM UTC

    I am confused as to why not - this doesn't seem sensible?

     

    I moved from a system that allowed this, thinking this was a simple accounting basic? Bit shocked it isn't.

      EmmaM
      Nov 4, 2019 4:58 PM UTC

      Hello ShepherdDelights

       

      As the invoicing section in the Self Employed product does not link with the income,at the moment it is used for sending out emails and marking them as paid.The transactions section is the only section that impacts income,in that section you can either connect the bank,upload a CSV or manually add transactions for the part payment or a combination of these depending on what suits you best.

       

      It is a basic accounting package,we can pass on your feedback to our product developers.

       

      Emma

      ShepherdDelightsAuthor
      Nov 4, 2019 5:04 PM UTC

      Hi,

       

      thank you - there should be a link within the transaction page that allows you to connect a transaction to a particular invoice.

       

      my last software was FREE and provided this service along with other services that you do not provide.

       

      thank you for your replies, I will have to think about changing back.

       

      Thank you

       

        SarahannC
        Nov 4, 2019 7:23 PM UTC

        Hello ShepherdDelights,

         

        If you're using internet browser, you can follow these steps to manually add transactions in QuickBooks Self-Employed.

         

        1. Go to the Transaction menu.
        2. Select Add Transaction at the upper-right portion.
        3. Enter amount and brief description.
        4. Click the Select category menu.
        5. Choose option to organize transaction.

         

        However, if you're using mobile app you can follow the detailed steps in this article. Also, I'm sending this feedback to our product engineers. This feature might be given a chance to be added in the next product updates.

         

        We'll be right here if you have follow-up questions with QuickBooks Self-Employed.

        ShepherdDelightsAuthor
        Nov 5, 2019 8:58 AM UTC

        Thank you, I do know how to add a transaction but this does not help me keep track of my income and who has paid deposits and who has not.

         

        I have to record this manually myself on a piece of paper - not ideal.

         

        I assume this will not be changed anytime soon so therefore will not help me now.

         

        thanks

          Terms & ConditionsAccessibility statement