Solved

Is there a way to turn off partial payments when customers pay invoices?

Forum|Forum|4 years ago
September 11, 2021
3 replies
0 views

When customers are paying their bill, they are entering a smaller amount. I'd like it if they don't have this option, and when they are ready to pay, they can only pay in full.

QuickBooks Online

Best answer by SarahannC

Hello there, @rachelafree. I'm here to share the details you need about partial payments in the program.

I got the point that you're making about turning off partial payments for invoices. However, this option is unavailable.

With that, your customer can pay either partial or full payment. When you only receive some of the amount owed on a customer invoice, make sure to record it in the system as soon as it is received. Here's how:

Go to the +New button.
Choose Receive Payment.
Enter the customer's name and the date of the partial payment (not the due date).
In the Memo field, you can input any necessary description to indicate it is a partial payment.
Enter the amount.
Tick the appropriate invoice
Click Save and close.

It’s best practice not to mark the invoice as “paid” until you receive the full amount. You can check this article to learn more about handling customer's payments in QuickBooks Online: Learn how to receive and record invoice payments.

Also, you can check and read through about sending invoices over time as you work off an estimate in QuickBooks. From there, you can get more ideas about progress invoicing that help you request payment for work completed to date.

If you have other questions about QuickBooks transactions, please know that you can tap me on my shoulder anytime. I'll do my best to help you figure them out as soon as possible. Take care and stay safe.

S

SarahannCAnswer

Hello there, @rachelafree. I'm here to share the details you need about partial payments in the program.

I got the point that you're making about turning off partial payments for invoices. However, this option is unavailable.

With that, your customer can pay either partial or full payment. When you only receive some of the amount owed on a customer invoice, make sure to record it in the system as soon as it is received. Here's how:

Go to the +New button.
Choose Receive Payment.
Enter the customer's name and the date of the partial payment (not the due date).
In the Memo field, you can input any necessary description to indicate it is a partial payment.
Enter the amount.
Tick the appropriate invoice
Click Save and close.

It’s best practice not to mark the invoice as “paid” until you receive the full amount. You can check this article to learn more about handling customer's payments in QuickBooks Online: Learn how to receive and record invoice payments.

Also, you can check and read through about sending invoices over time as you work off an estimate in QuickBooks. From there, you can get more ideas about progress invoicing that help you request payment for work completed to date.

If you have other questions about QuickBooks transactions, please know that you can tap me on my shoulder anytime. I'll do my best to help you figure them out as soon as possible. Take care and stay safe.

P

PeterO

I would like to switch off partial payment too. If I receive 3 x $2,000 payments against a $6,000 invoice via bank transfer then QuickBooks will charge 3 x $10 transaction fees versus $10 for one payment.

C

ChristineJoieR

Thank you for visiting the Community, @PeterO. I'd be pleased to address your concern about receiving payment.

As my peer stated above, the option to turn off partial payments on your invoices is unavailable. You can have this article on how to fix rejected ACH payments or fees in QuickBooks Payments.

If you have any additional concern about documenting your invoices please leave a comment below. I'm always willing to assist.

A

aprice1

Come on QB's you should have the option to turn off partial payments by now.... what gives?? This lack of function is enough to make me go find a different payment provider.

A

Anonymous

I want to bump this topic, as I would like this feature to disable partial payments. I am experimenting accounting for a real estate client in Quickbooks. However, the this becomes a problem if we cannot disable partial payments. For example in a situation where a tenant decides to pay $1 for $1,000 rent, some states will recognize the landlord as accepting of the month's rent and disallow the ability to evict. Essentially, someone could get away with paying $1 a month for rent if the landlord decides to use this feature, but many landlords won't due to this. If however, QBO does allow disabling of this and more landlords pick up on this, I would bet QBO can make some nice change on those interchange fees. *wink wink*.

K

ky332

It is crazy to me Quickbooks hasn't addressed this. It seems like a very quick and easy fix that the growing landlord Quickbooks community desperately needs.

DivinaMercy_N

Hi there, @1021028. I appreciate you sharing some details and insights about disabling the partial payments option in QuickBooks Online (QBO). I want to make certain that this is taken care of.

I can see how beneficial it is to your business. However, the option is currently unavailable in the program. To better fulfill our customers' demands and enhance their navigation experience, are product developers are continually working to improve and add new features to QuickBooks.

While the option you want is unavailable, you can send feedback to them to request that it be added. Our developers often study the comments in this forum to determine which functions are most desired by users.

Here's how:

In your QBO account, navigate to the Gear icon.
Next, select the Feedback option.
From there, enter the details of your product comments, suggestions, and requests.
Then, click Next to submit.

Additionally, you visit our Customer Feedback for QuickBooks Online website to track the suggestions you've submitted.

If you have other concerns or questions about managing your customer transactions, please don't hesitate to add a reply below. I'd be here ready to provide a prompt response.

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded