Can I add a partial payment to an invoice? I already made the invoice and the client only paid half. How can i record it and give him a receipt?

Answer

Thanks for posting in the Intuit Community, michaela.east,

Let me share information on how invoicing feature works in QuickBooks Self-Employed.

At the moment, there isn't an option to add a partial payment for invoices since QuickBooks Self-Employed doesn't have the Balance forward feature.

In the meantime, what we can do is create an Invoice with the description of Full amount in the first line item in which the second line item, you can put the unpaid balance with the negative amount so that the total amount posted in the invoice is the partial payment made by your client.

Once done, you can now create an invoice with the unpaid balance together with the new invoice.

I’m attaching some screenshots for your reference.

Moreover, to send Paid Invoice Receipt to your clients, follow these steps:

  1. Go to the Invoices page.
  2. Find the Invoice you want to duplicate and select the drop-down arrow at the right side of the Invoice.
  3. Choose Duplicate.
  4. Change any necessary information and save or send the Invoice.

If you have specific questions about creating Invoices in QuickBooks Self-Employed, please let me know. Have a good one.


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