Transcript
so you can handle phased billing, milestone projects, or clients who pay in smaller installments without losing track of what's due. Partial payments lets you record installment against an invoice, instead of waiting for the full amount to be paid at once. To record a payment, open an invoice. Then click on Record Payment. Now, fill in the payment details. If it's a partial payment, the outstanding balance is updated and the invoice stays open until the full payment is made. If it's an overpayment, the invoice is marked as paid, and the extra amount is stored as credit for that client. Credits can be automatically applied to the oldest open invoice, manually applied to a specific invoice, or carried forward to the next future invoice if none are open. To make overpayment credits apply automatically for all clients, navigate to Settings, then Quote and Invoice Settings, and enable Auto Apply Credits. You can also enable this for a specific client only. At any time, you can view total credits for a client, see the remaining balance, and you can check an invoice's payment history. From the Invoice List view or inside the Detailed Invoice view. You also have the option to edit or delete payments from the All Payments view, or directly from an invoice. Deleting a payment from the All Payments view will remove it from all linked invoices, reopening any invoices it was paying off. Deleting a single invoice only removes the applied amount. The removed amount then becomes a credit, while the original payment record remains in All Payments. From this page, you can edit the received amount, the payment date, the payment method, the reference number, or the applied invoice amount. And that's it. You now know how to record payments, manage credits, and keep your invoices accurate and up to date. Sign up for Super Ops now.
