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In an ideal world, clients would pay the entire invoice in one go. However, sometimes that just isn't possible. Sometimes you need to add partial payments!

Your invoice may be for a large sum, you may request deposits before starting work, or your clients may request a special payment plan.

Regardless, Invoice Home has you covered. Here is a step-by-step guide on how to add partial payments to your invoices.

When your customer pays in cash, issue a cash receipt. Create and send these smaller, simpler receipts whenever you receive a payment from your customers. Once you set your invoice as paid, Invoice Home will automatically issue a cash receipt.

Send this auto-generated receipt to your customers to confirm you’ve marked their invoice as paid. And for our users on the free plan, don’t worry! This auto-generated cash receipt won’t count towards your monthly limit.

Additionally, create a cash receipt, regardless of how your customer pays. You can issue this receipt if your customer pays with card, check, money order, or other and be able to enter in your custom form of payment. The payment method will then be reflected on the receipt. This can include options such as bank transfer and online payment.

Whenever an invoice is marked as paid, your receipt will be automatically generated for you to download for your records!

All you have to do is click “Download Cash Receipt!” Here’s how:

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Sending your customer an estimate is a great way to ensure both you and your client are aware of the payment required for your services or product. Estimates should be sent during early discussions with a potential customer to discuss each party’s expectations and talk through pricing before anything is finalized.

Once you have sent the estimate and done the job or delivered your product, it is now time to bill your client by sending them an invoice. With Invoice Home, you can convert your estimate into an invoice in 5 simple steps.

If you would like to save a copy of the estimate before you convert it, click here to see how.

Now, let's convert your estimate into an invoice.

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Keeping your invoices and billing documents organized is a key element to keeping your business organized. For best business practices, it is vital to be able to group documents together from the last month, last quarter, or last year all together in a statement.

Looking to create a statement? Create statements with Invoice Home by using our “My Reports” feature in 5 simple steps.

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Life can be complicated, and so can taxes.

We get it. Sometimes you need to add a tax to just a single item on the invoice. Sometimes, you need to add two taxes. And sometimes...you need to add compounded taxes.

Don’t worry, with Invoice Home you can do it all in a snap.

Here’s how!

We know staying organized is at the top of any business owners list of priorities. So, we created self-organized invoicing.

Here’s what it’s all about.

As you know, Invoice Home has a single field for your customer’s info. That means you can easily copy & paste a customer's name and address in one swift move.

Once you enter the info, our system analyzes invoices, and saves your customer’s information. The info is then stored in your “My Customers” list, so you can use it over and over. No need to type, no need to copy, no need to paste.

Here’s how to use this feature.

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At times you may need more than just a simple invoice template, because invoicing isn’t always straightforward.

Sometimes you may need to create an invoice with taxable items. Sometimes you might need one with non-taxable items.

And sometimes...you need to include both!

Don’t worry, we’ve got you covered. With Invoice Home it’s easy.

Here’s how to add taxable and non-taxable items to the same invoice.

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If you’re using our Payment Links feature to accept online payments, you know that your invoices are marked as paid automatically.

But what about those clients who prefer to pay in cash or by bank transfer? Don’t worry. It’s easy to mark those invoices as paid!

Here’s how.

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Billing customers for the same products or services over and over? We thought so.

Invoice Home can save you time and streamline your invoicing process with saved items.

Here’s how.

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Time is money. That’s why we made creating invoices so quick and easy.

But, what about sending invoices? Can we help there too? You bet!

With our email feature, you don’t even have to download invoices to your phone or computer. With just a few clicks you can send your invoice directly to your customers!

Here’s how!