Has your customer made a deposit, or a partial payment on a bill?
Wondering how to record the credit on an Invoice?
Currently, we do not have a dedicated payment section on our Invoicing forms, but there’s a quick work around that will display your Customer’s payment, whether it’s a Deposit, Partial Payment, or is Paid In Full.
Open the Invoice, scroll down to the Misc section, and click the blue +Add button:
Type in a Description for the Payment. You can type anything, such as Deposit, Partial Payment, or Paid In Full. Use your own words. Be sure to use a NEGATIVE dollar amount in the Cost field, typed like this: -375.00 Click Save:
You will see on the Printed Invoice that the credit appears in the Totals section at the bottom:
You can always edit the Invoice later to make changes or additional payment lines. When the Customer makes their final payment, you can reflect the payment by either changing the existing Misc line, or adding a new Misc line. Remember to type in a NEGATIVE amount, which will appear as a credit.
There is a button at the top of the Invoice that allows you to watermark the page with “Paid in Full”:
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Have more questions? Contact Us
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Friday/IA Seminars, Saturday & Sunday: The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.
