Published April 26, 2017
© Jemastock /Adobe Stock
If life was perfect, all invoices would be paid at once but unfortunately, that's not the case. Not to worry! We have a step by step guide on how to update your partially paid invoices.
Creating a Partial Payment
Sometimes, a client pays an invoice little by little before the due date. To accommodate this approach, I have to create partial payments. My business is a flower shop and I have one client that pays for his flowers to his wife bimonthly. He pays 50% in the middle of the month and the remaining at the end of the month.
There are two ways to mark this through Invoice Home.
I put the flowers and the price then I click “add a tax”
I write the “tax name” as Partial Payment and for the “tax” I put -50.
And it appears on the invoice- changing the original.
And your dashboard will just update the price due:
The other option is to go to the payment tab and click “Edit Payment.” Here, you can add the date that the customer paid as well as how much of the original invoice was paid. The invoice will update saying it was partially paid.
The second option doesn’t show on the original invoice as the first does.
However, it will show on your dashboard:
So it’s really up to you what you prefer!
At the end of the month, when he pays the remaining, I simply go to the payments tab,
And click set as paid. If he pays electronically, please see
for setting up payment links, it will be marked as paid for me.