Showing a down payment due on an invoice without deducting it from the total

Hi there, 

Running a business means that you'll be responsible for keeping track of invoices and payments. QuickBooks Online makes it easy for you to record and send invoices to your customers, as well as track partial and full payments. I'll explain the options for receiving a down payment on your invoice. 

You should record a payment even if you were paid only part of what is owed. QuickBooks Online will keep track of the open balance. It's important that you don't record a partial payment (down payment) before it's been physically given to you from your customer. There's no way to record a down payment without subtracting this amount from the remaining total of the invoice.

Here's how to record partial payments:

    1. Select the + New button.
    2. Select Receive Payment.
    3. Select the name of the customer from the drop-down menu.
    4. Select your payment method.
    5. Enter the Reference no. and Memo if applicable.
    6. Under Amount Received, enter the amount of the payment.
    7. From the Outstanding Transactions section, select the transactions you want to apply the payment to.
    8. You can either deposit the money to your chequing account or to the Undeposited funds account.
    9. Select Save and close.

To find the remaining balance:

    1. Reopen the invoice.
    2. Look at the Balance Due line.
    3. Go to Reports.
    4. In the Find report by name field, enter Customer Balance Details.
    5. Select Run report.
 

Note: When you receive a partial payment, QuickBooks Online applies the payment in the first line item of the invoice. It will continue to apply the payment to each line until it's been used up. This is by design and you can't change the order QuickBooks applies the money.

Here's more information about how to record invoice payments: Record invoice payments in QuickBooks Online. 

If you have any other questions, please feel free to reach out to our tech support team. 

Have a nice day.