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How to create a partial payment

Record a payment for part of an invoice balance.

1. Find the invoice

From the main navigation, select Invoices and locate the invoice with an outstanding balance.

YourBiz main navigation with Invoices highlighted
Select Invoices from the main navigation.

2. Review the payment

Open the invoice actions and select Review & create payment.

Invoice list with payment creation options open for an invoice
Open the invoice actions and choose Review & create payment.

3. Set the partial amount

Use the edit control beside a line item to change its quantity or price until the payment total is below the outstanding balance.

Review the payment details, then select Create Payment to save it.

Payment creation form with line items and the Create Payment button
Edit a line item to set the partial amount, then select Create Payment.

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