How to register a partial invoice payment

Register invoice payment …………………………………………………………………………………………………………………………………………………………………………………………

Invoice payment status

• Waiting for Payment
• Paid
• Partial paid
• Credit

Filter finalized invoice

• Unpaid
• Overdue
• All

Payment option

• Monetary Payment
• Payer Trust account

First open invoice view that can be found on Main, Case, Client or Payer Card, you should now see one or more draft invoices (if you don’t have any draft invoices, please follow this article on How to generate draft invoices)

Select “Finalized” invoice tab, and then click on the “Unpaid”-view button to filter the view to see only unpaid invoices.

To register a payment click on “Paid” button on the invoice you want to register payment.

You will see the payment dialog appear,

There are two sources of payment, Monetary payment or Payer Trust account, If the payer has any money on their trust account the 2^nd option will be available.

Select which payment type the money should be transferred from.

Pre-select “Monetary Payment” entering partial amount, selected “Payer Trust account”, payment date, Reference number and notes finally select

“Receive Payment”

Result Finalized invoice is partial paid