Skip to main content
August 22, 2023
Question

How does QuickBook show patrial payments on invoices

  • August 22, 2023
  • 1 reply
  • 0 views

A client was invoices 1000 by me.

They have paid 500 on account

 

I want to send them an invoice that shows the £500 balance due on the invoice

 

How does that work. 

1 reply

August 22, 2023

Hi maw444, thanks for posting on the Community.

 

If you already have the unapplied payment on the customers account, you can apply this to the invoice by selecting Receive payment > Tick the payment under Credits on the Receive Payment screen. This status of the invoice will then show as partially paid with a new balance due amount. To send this to your customer, select Edit beside the invoice from the customers transaction list > Save & send

 

If you don't already have the payment on account, you can record this by selecting New transaction on your customers account > Payment. Fill in the details as you see fit, and enter the amount received in the amount field. When saving, if no transaction is selected under 'Outstanding transactions' to apply the payment to, a pop-up message will appear to confirm to save as a credit.