Receive Invoice Payments In Increments

Document Version	v.3
Document Last Updated	11/20/2025
Software Version Documented	v.10

Receive Invoice Payments in Increments

In some cases, customers might not pay for an entire invoice at once, meaning that you are required to receive multiple payments. In order to do this, follow the instructions outlined in this KB article. There are two ways to do this: by opening the invoice and entering a payment for that specific invoice or through the Receive Money screen.

From an Invoice

First of all, open up the invoice that you want to receive a partial payment for, and go to the Invoicing tab. Before receiving any payments, you’ll notice that the Total Paid value is $0.00, and the Balance Due value is the same as the Invoice Total, as seen below.

Once you click the Payment button, the Receive Payment window will pop up. You will want to pick the Transaction Type at the top first. At the bottom, it will tell you the amount that is Due Now, and you can submit how much payment is entered. For example, in the invoice below, $243.64 is due and the customer has paid $100.00. That means that I should expect to receive another $143.64 sometime in the future.

Once you click Accept Payment, you will notice that the values in the Balance Due section change to indicate how much money remains to be paid.
When another payment arrives, follow the same process by clicking Payment and entering the value of the payment. Once the payment has been received in full, you’ll notice that the Balance Due value will change to $0.00, and a message will show up in the Invoice Status section to indicate that the invoice has been paid in full.

From Receive Money

When payments are entered in the Receive Money screen, they can also be entered as partial payments. For details on how to use the Receive Money feature, please view our documentation on this feature by searching our knowledgebase.
In short, you can go to Accounts Receivable > Receive Money to use this feature. Simply type in a customer name and the amount to pay at the top, as seen below.
Then at the bottom, put a check next to the invoice(s) you’d like to submit payment for. You will notice under the Prev. Payments column what payments have already been made for this invoice. To enter a new payment, type in the amount you would like to pay in the Payment Applied column. Once you are all set, click the Post button at the bottom to complete the process!