Customer pays part of an Invoice

Exception

Situation

The customer transfers less than the Invoice total.

Recommendation

Record a Payment allocated for the amount received; the Invoice becomes partial_paid.

Why

Allocating the exact amount keeps the open balance correct; collect the rest later.

Steps

1. Create a Payment with the amount received.
2. Allocate it to the Invoice.
3. Check the Invoice is partial_paid.
4. Record another Payment for the remainder later.

Avoid

• Edit the Invoice amount to match the money received.

Roles & permissions

AR accountant.

Related

• Voiding an Invoice that has been paid
• Finance
• Playbook: Order-to-Cash process