How do I apply a partial payment to an invoice

Hello info-makaipaddle,

Making partial payments is a great way to make sure you keep up to date on what's owed on invoices. I'd be happy to go over partial payments in QuickBooks Self Employed.

QuickBooks Self Employed helps you save time when receiving payments from customers. Once you receive the full payment against the invoice it gets marked as paid and you're good to go. As for partial payments you'll need to keep track of those outside of QuickBooks Self Employed till the full payment is made. Another option is upgrading to QuickBooks Online which has the option to receive a partial payment against an invoice. Great news is switching from QuickBooks Self Employed to QuickBooks Online is easy to do and will move your information over as well. You can do so by following the steps in this link.

Once upgraded you can follow these steps on how to record a partial payment.

1. Select + New.
2. Select Receive Payment.
3. From the Customer dropdown, select the name of the customer.
4. From the Payment method dropdown, select the payment method.
5. From the Deposit to dropdown, select the account you put the payment into. 
6. In the Outstanding Transactions section, select the checkbox for the invoice your recording payment for.
7. In Amount received field, enter how much money your customer paid.
8. Enter the Reference no. and Memo if needed. This is optional.
9. When you're done, select Save and close

Have a great day!