Partially Paid Invoice
If a Client sends payment for an Invoice, but the amount paid is less than the total amount of the Invoice, you can register a partial payment.
- Open the Invoice
- Tap “Mark as Paid” button
- By default the paid amount is set to the balance due.
- In case of partial payment, update this amount to reflect the received amount
- You can also change the paid date if needed
- You can also link this payment to an Account (like Cash, Amex, Wire Transferm...). Accounts are configured in the Sales Web App Options menu / Accounts tab.
On the main invoice screen, you will see the status updated:
Partially Paid and the balance due.
In the
Notes section of the invoice, you can see the
history of all partial payments, including amount, paid date and account.
Repeat this operation multiple times when you receive subsequent payments.
When you export the Invoice to PDF, the Partial Payment is displayed and the remaining Balance due is shown.
When the Paid Amount equals the Invoice Total Amount due, the Invoice will move to the Paid list.
