Here's how to record partial payment for an Invoice - QuickBooks Online

You'll learn how to show an invoice total has only been partially paid and then show the second payment towards the remaining balance!
Here's the link if you need to learn how to create an invoice first:
• "I need to create a ne...
If you need more help, visit my website to schedule a virtual meeting.
www.kaylasfina...
Kayla
Certified QuickBooks ProAdvisor (QuickBooks Online)
This video is for informational purposes only. This video was not intended to provide financial advice.

[@lionlove35]

Gosh, you are an angel. Straight to the point and perfectly done. Let us know when you start your own classes. Im all in!!!!

[@smallbusinessfinancewithkayla]

Thanks! I'm glad you enjoyed it. If you ever need it, I do provide individual classes via Zoom. There is more information on my website: www.kaylasfinance.com/

[@C-1-FRY]

THANK YOU!

[@smallbusinessfinancewithkayla]

You're welcome!

[@uzmakhan6771]

this was extremely helpful and to the point, thank you!

[@smallbusinessfinancewithkayla]

Glad it was helpful!

[@georgemanygoats7383]

Straight to the point. Thank you!

[@MichaelRVirardi]

Thank you and very helpful! Easy to understand explanation 👏

[@smallbusinessfinancewithkayla]

Glad it was helpful. :)

[@ASavagejoker]

What if on a partial payment they want a receipt for that partial payment?

[@smallbusinessfinancewithkayla]

There is not a perfect way to do this. However, here are a couple of options: 1. Send the updated invoice. They'll see a partial payment has been applied, and they'll see the remaining balance. (No payment details, though.) 2. Reports > "Invoices and Received Payments" a. Filter for the date range you need. b. Use the Customize button to filter for that customer. c. Also use the Customize button to add or remove certain columns you need (like a Payment method column). 3. You could also create a Customer Statement but this may not be exactly what you need. There are 3 types and the "Balance Forward" type would show some payment info if you entered the payment method and reference number (if there was any). quickbooks.intuit.com/learn-support/en-us/help-article/customer-statements/create-send-customer-statements-quickbooks-online/L8bvb69Gg_US_en_US

[@Bestfunkids]

What if they paid like 2 dollor less than invocie and never paid 2 dollor back.

[@smallbusinessfinancewithkayla]

If you don't mind changing the invoice total, you could add a line for a discount and the amount would be negative $2.