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msajidsodagar-gm
msajidsodagar-gm
November 28, 2023
Question

If I send an invoice to a customer on the 1st of the month and they make a partial payment, say half of the invoice, on the 5th, which is after the due date?

  • November 28, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

I
Irene R
November 28, 2023

Hi there, msajidsodagar.
 

In QuickBooks Online, there are a lot of things you can do with your invoices. And I'd love to help you with your concern, but could you tell me more about it?
 

To be able to define the right details and steps for you to reach your objective, I want to ensure that we're on the same page. Are you having trouble sending your invoice or scheduling an invoice to your customer?
 

I'd appreciate any additional details you can provide by adding them to your reply. I’ll be waiting for your response. Have a good day!

msajidsodagar-gm
msajidsodagar-gmAuthor
November 28, 2023

Below is my full query.

If I send an invoice to a customer on the 1st of the month and they make a partial payment, say half of the invoice, on the 5th, after the due date, the auto reminder they receive still indicates the full invoice amount as due. Why doesn't the email reflect the amount already paid?

R
Rea_M
November 28, 2023

You either applied the partial payment to the wrong invoice or failed to link it to the correct one, itmsajidsodagar. We'll help you fix this so you can remind your customer of their accurate balance.

 

When QuickBooks Online (QBO) sends reminders to customers, any partial payments made or linked to the invoice will be included to display their remaining balance. Since it still indicates the full amount as due, we'll have to review the recorded payment transaction and correct it if necessary. 

 

If you record the partial payment against the wrong invoice, you can create a journal entry to connect it to the correct one. Please see this article for the complete guide: Fix a payment applied to the wrong invoice in QuickBooks Online.

 

If you didn't link the partial payment to the correct invoice because you made a bank deposit instead of processing a Received payment transaction, we'll need to locate the entry and apply it as an invoice payment.

 

To fix this, we'll first have to find the deposit entry in your bank register. Here's how:

 

  1. Go to Settings ⚙, then select Chart of accounts.
  2. Find the account you deposited the payment to then select View register.
  3. Select the correct deposit. Then click Edit.
  4. In the Add funds to this deposit section, find the deposit.
  5. From the Received From dropdown, select the customer from where the deposit came from.
  6. From the Account dropdown, select Accounts Receivable.
  7. Click Save and close.

 

After you update the deposit, apply it as a credit to the invoice. You can refer to the Apply the deposit entry as an invoice payment section in this article: Link a bank deposit to an invoice in QuickBooks Online.

 

Upon receiving the payment for the remaining balance, enter it in QBO to indicate that the invoice has been completely paid.

 

If you need further help in sending reminders and managing invoice payments, don't hesitate to tag me in the comment section. I'm always glad to help. 

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