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How to process a partial payment?
How to process a partial payment?
Ryan Voerman avatar
Written by Ryan Voerman
Updated over a month ago

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:

  1. Navigate to Bank/Cash in the left-hand menu;

  2. Look for the partial payment and open;

  3. 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.

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