How to Manage Partial Payments on Invoices
Managing your invoice payments is flexible and straightforward with our Partial Payments feature. This guide provides a step-by-step walkthrough on how to add multiple partial payments, each with its own due date, to your invoices. Here's how you can do it!
Table of Contents
Accessing Your Invoice
Adding Partial Payments
Monitoring Payment Status
Payment Status Updates
1. Accessing Your Invoice
Locate Your Invoice: Start by opening your invoice. You can do this either through the event details or by navigating to the invoice module in our system.
2. Adding Partial Payments
Initiate the Process: On the right side of your invoice screen, you will find the Partial Payment button. Click this to begin adding payments.
Configure Your Payments:
A popup window will appear, allowing you to specify the details of your partial payments.
Set the Amount and Due Date: On the left side of the popup, enter the amount for the partial payment and select the due date. You can also include a short description for each payment (e.g., "First Payment," "Final Payment").
Add to List: After entering the details, click the Add button located at the bottom of the form. Your entries will then appear on the right side of the popup, where you can review all scheduled payments.
4. Monitoring Payment Status
Track Paid Installments:
The right side of the popup displays all due dates associated with your invoice.
Marking Payments as Paid: When a payment is made, you can update its status by ticking the small checkbox next to the relevant due date. A side panel will open, allowing you to confirm the date the payment was received.
5. Payment Status Updates
Automatic Status Update: Once a payment is made towards an invoice, the system will automatically update the invoice's status to Partial Paid. This helps you keep track of what has been paid and what remains outstanding without manual updates.
