Part pay an invoice

Find all the ways to how to part-pay a sales invoice.

Part pay from a bank feed or statement import

In the example below, the total sales invoice is for £960.00 but the customer has only paid £450.00 for this invoice.

  1. From the imported transactions page, screen click Match on the transaction.
  2. Tick the box next to the invoice you want to pay.
  3. Then change the amount in the Payment section to the amount that has been paid.
  4. Click Match.

You have now successfully part paid your invoice.

Part pay from within an invoice

  1. Click either the Sales or Purchases tab then select Sales Invoices or Purchase Invoices from the drop down menu.
  2. Select the invoice you want to part pay.
  3. Click Record Payment
  4. In the pop up window, change the Amount Received to the amount that has actually been received.
  5. Then click Save

You have now successfully part paid your invoice.

Part pay from the banking tab

  1. Click the Banking tab and select the relevant bank account.
  2. New Entry then choose either Purchase/Payment or Sales/Receipt.
  3. Then select the Customer or Supplier and the relevant Bank Account, Method and Date.
  4. Then enter the Amount Paid or Amount Received.
  5. Select the tick box beside the invoice you want to part pay.
  6. Then click on the invoice.
  7. In the pop up window enter the part payment figure in the Amount to Pay section, then click Apply.(Or if you want to record a discount to a sales invoice rather than a part payment see our article on this.)
  8. The amount left to allocate will be zero, click Save

You have now successfully part paid your invoice.

Related Articles