Record Payment in Full or Partial Payment

Tip: Payments for cash, check and other direct payments are added manually. Stripe Payments are added automatically and cannot be edited.

How Do I Post a Full or Partial Payment?

• Debbie sent a check for $150 to pay her $125 invoice in full, and partially pay the $75 invoice, leaving a balance of $50.
• The payment can be added and allocated to the two outstanding invoices.
• This reduces the account balance by the amount of the payment.
• The first invoice for $125 is marked as paid and the 2nd invoice for $75 is partially paid. This allocation can be changed manually if you wish.

Step 1

• Click "New Payment."

Step 2

• Date: Enter the date the payment was received.
• Amount: Enter the payment amount of $150.
• Enter Payment Type: Such as cash, check or bank transfer.
• Details: Leave "Payment Received" or edit as needed, such as to add a check number.
• Ensure payment is allocated (applied) to the correct invoice number. Payments are allocated to the most logical invoice, but you can edit as needed. In the example below, the $150 payment is allocated to pay the entire $125 invoice and partially pay the $75 Invoice.

Tip:  If there are no Invoices present with outstanding amounts, a payment can still be added to the Client Account to be used as credit for when an Invoice is next created.

Step 3

• To send an email receipt, toggle "Email Client" ON.
• Select the "Receipt" Email Template from the drop-down, edit "Email Subject" and content if needed.
• Click "Add Payment."

Step 4

• The payment is added to the Payments list. 
• To view the invoices the payment is allocated to, click on an invoice number.

Step 5

• The $125 invoice shows as "Paid" in green, the amount in the "Paid" column is the full amount of the invoice, and the "Outst." (outstanding) amount is $0.
• The $75 Invoice is showing as "Overdue," the "Paid" column shows the partial payment of $25 and the "Outst." (outstanding) amount is $50.