It may happen that you have received or made an advance (partial) payment.
Within Informer, it is also possible to process partial payments.
Process partial payment
Partial payment for sales invoice
To process a partial payment you have received for a sales invoice, follow the steps below:
Go to Bank & Cash in the menu on the left;
Find the partial payment and open it;
Search for the sales invoice via the Sales invoices tab and select it;
Due to the partial payment, the payment is lower than the outstanding amount of the invoice.
The transaction is therefore not balanced and cannot be saved.
Adjust the amount on the line where the invoice is listed to the amount of the transaction. Once the total of the lines equals the amount of the transaction, the transaction turns green and is balanced.
Choose Save to process the partial payment.
Partial payment for purchase invoice
To process a partial payment you have made for a purchase invoice, follow the steps below:
Go to Bank & Cash in the menu on the left;
Find the partial payment and open it;
Search for the purchase invoice via the Purchase invoices tab and select it;
Due to the partial payment, the payment is lower than the outstanding amount of the invoice.
The transaction is therefore not balanced and cannot be saved.
Adjust the amount on the line where the invoice is listed to the amount of the transaction. Once the total of the lines equals the amount of the transaction, the transaction turns green and is balanced.
Choose Save to process the partial payment.
Examples
Partial payment
Partial payment for sales invoice
If you have received the payment of an invoice in multiple parts, follow the steps below:
Sent invoice: €400,-
Payment 1: €300,-
Payment 2: €100,-
Open the credit entry of €300,-;
Select the invoice in the Sales invoices tab;
Change the amount in the added line from €400,- to €300,- to match the line with the payment;
Save;
The invoice is now partially (€300,- of €400,-) paid;
Now open the credit entry of €100,-;
Select the invoice in the Sales invoices tab;
The line automatically shows the amount €100,-. This is the amount still outstanding on the invoice;
Save.
Partial payment for purchase invoice
If you have made the payment of an invoice in multiple parts, follow the steps below:
Received invoice: €400,-
Payment 1: €300,-
Payment 2: €100,-
Open the debit entry of €300,-;
Select the invoice in the Purchase invoices tab;
Change the amount in the added line from €400,- to €300,- to match the line with the payment;
Save;
The invoice is now partially (€300,- of €400,-) paid;
Now open the debit entry of €100,-;
Select the invoice in the Purchase invoices tab;
The line automatically shows the amount €100,-. This is the amount still outstanding on the invoice;
Save.
Overpaid invoice
If too much has been paid and you have refunded part of it, follow the steps below:
Sent invoice: €400,-
Payment 1: €500,-
Refund 1: €100,-
Open the credit entry of €500,-;
Select the invoice in the Sales invoices tab;
Change the amount in the added line from €400,- to €500,- to match the line with the payment;
Save;
The invoice is now overpaid (€500,- of €400,-);
Now open the debit entry of €100,-;
Select the invoice in the Sales invoices tab;
The line automatically shows the amount €100,-. This is the amount still outstanding on the invoice;
Save.