Create a Partial Payment


How can you create a partial payment on an invoice and leave the rest open to pay later?


These steps are written for Outgoing Payments and the same steps will apply to Incoming Payments.

  1. Once you have created the Invoice, navigate to Modules -> Banking -> Outgoing Payments -> Outgoing Payment
  2. When the Outgoing Payment window opens, enter the vendor you are paying in the header.
  3. Check the box for the invoice you wish to pay and then enter the amount you are paying in the "Total Payment Column" (Screen Shot 1).
  4. Once you have entered your payment amount, select the payment means icon either from the toolbar or by right-clicking on the outgoing payment.
  5. Enter the details of your payment method (Screen Shot 2). Make sure the total amount paid matches what you entered in step 3.
  6. Click "OK" to close the Payment Means and "Add" to save the outgoing payment.
  7. When you are ready to make your next payment, open another Outgoing Payment and the remaining open balance on the invoice will be available to pay.

Screen Shots:

Screen Shot 1:

Screen Shot 2:

Screen Shot 3:





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    Jane Soltys [SUSPENDED]

    The Screen Shots are to tiny to be helpful. I am getting an error message about the check number missing. I want to print the check, I don't know which one it will be. A short video would be more helpful.