How do I apply partial payments to an invoice?

Good day, @nadernsier-triar .

Welcome to the Community. I can help you record a customer's partial payment on an invoice.

You should record payments, even if you were only paid part of what's owed. QuickBooks  keeps track of the remaining invoice balance:

1. Select + New.
2. Select Receive Payment.
3. From the Customer dropdown, select the name of the customer.
4. From the Payment method dropdown, select the payment method.
5. From the Deposit to dropdown, select the account you put the payment into. Tip: You can put the money directly into an account, like your checking account, or select Undeposited funds if you need to group the payment with others.
6. In the Outstanding Transactions section, select the checkbox for the invoice your recording payment for.
7. In Amount received field, enter how much money your customer paid.
8. Enter the Reference no. and Memo if needed. This is optional.
9. When you're done, select Save and close

To see the remaining balance for the customer:

1. Go to the Reports menu.
2. Find and open a Customer Balance Details report.
3. Select Run report.
4. Review the customer's Open balance.

Hello nadernsier-triar,

Thanks for joining the QuickBooks Community. As you can see, it's a resource where you can get input from various users to help solve whatever you're running into with QuickBooks Self-Employed. I just wanted to take a moment to clarify the situation and highlight how you can share your thoughts with our product development team.

In this case, Prachi has it right: QuickBooks Self-Employed doesn't support partial payments for invoices. What you can do is leave the invoice open until the full amount is paid, using workarounds like Prachi suggests to track the payments outside of the program. I know this creates a bit of extra work, however, so I'd like to share how you can submit feedback.

Submitting feedback about the features available in QuickBooks Self-Employed and what additions you'd like to see if helpful for our team. We want to know how users want to use the program, so when we have your thoughts, it's easier going for us. Here's how you can submit your thoughts.

1. Select the Assistant feature.
2. Type and enter the word "feedback" into the chat box.
3. Follow the prompts to submit your feedback.

If you're keen on having the option for partial payments more immediately, you can consider switching to QuickBooks Online. Keep in mind, this move isn't right for all self-employed folks as the Online version of the software is for handling business data rather than self-employed tracking, but you're welcome to take a look to see if it would work. Here are some links about QuickBooks Online and making the switch if you decide to do so.

• QuickBooks Online

• Record invoice payments in QuickBooks Online

• Switch from QuickBooks Self-Employed to QuickBooks Online

Don't hesitate if you have more questions. Have a great week!