It's common to work with advance payments. Customers pay part of the invoice for products or services to be delivered. After the products or services are delivered, the remaining amount is paid. Within InformerOnline, it's also possible to process partial payments.
Process a partial payment for a sales invoice
To register a partial payment, follow the steps below:
Navigate to Bank/Cash in the left-hand menu;
Look for the partial payment and open;
In the Sales invoices tab, find and select the sales invoice;
Due to the partial payment, the payment is lower than the outstanding amount of the invoice.
As a result, the transaction is not balanced and cannot be saved.
Adjust the amount on the line where the invoice is listed to match the amount of the transaction. Once the total amount on the lines equals the transaction amount, the transaction will turn green and be balanced.
Save to process the partial payment.
Note: Processing partial payments for purchase invoices follows the same steps as for sales invoices. If you're handling a partial payment for a purchase invoice, simply select the Purchase Invoices tab in step 3.
Examples
Partial payment
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.
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.