Part payment on account

How can i show a part payment on account paid voluntarily by a customer for an ongoing job without sending the whole invoice?

Hi @truroboatservic

Record the payment on your bank statement as normal, and then click Tag Me! and select Payment from a customer.

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Click on the bottom right option Pay down multiple invoices or assign to a client account.

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Enter your clients name. If invoices appear, tick the option for Payment on account,

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otherwise just press Save.

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This will then store the payment on your clients account.

You can also do it from the client side if you’d prefer. View the client, and then click More Options >> Add a Prepayment and follow the steps. This will create a tagged bank entry for you:

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