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How to Accept Partial Payments on an Invoice

Apply a partial amount or customer credits to an unpaid invoice and leave the rest due for later.

Written by Euri

Partial payments let you apply a specific amount toward an invoice (including credits) and leave the remaining balance due for later.
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When to use partial payments

  • A customer wants to pay in installments
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  • You’re applying customer credits first
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  • You want to record an offline payment and collect the rest later
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Steps

  1. Go to Business Manager → Invoices.
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  2. Open the Unpaid invoice you want to collect on.
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  3. Click Receive payment.
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  4. Choose a payment method:
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    • Credits (if available)
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    • Rewards points (if available)
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    • Credit/Debit card
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    • Record a received payment (for payments taken outside the platform)
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  5. Enter the amount you want to apply (this can be less than the total).
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  6. Save/confirm. The invoice will update to show the remaining balance.
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To collect the remaining balance later

Re-open the invoice and repeat Receive payment until the balance is paid.

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