sending a receipt for a partial payment on an invo...

AYSHandyman · ‎05-22-2020

Hello all --

I created an estimate with three items on it which my client accepted. Due to rain today (I am a handyman), I could only complete 1 item -- which they paid for with a check.

1.) How can I record this payment?

2.) How can I send them a receipt for the payment made?

3.) How can I then update the invoice to reflect the changes?

Thank you in advance

At Your Service

Lawrence Dodge

At Your Service

Alex_ · ‎05-24-2020

Hello @AYSHandyman,

Thank you for posting in the Seller Community. Welcome.

I'm more than happy to look into this. Was this estimate sent or drafted with a deposit included? Or was it drafted as one final price that included all the work?\

Please let me know by replying in this thread. I'll keep an eye out for your response.

Alex_
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JBD · ‎10-21-2020

I received a deposit on an invoice for a client. I attempted to send her a receipt for the payment through Transactions. However, the Send Receipt option is disabled. Please advise.

Thanks!

JustinC · ‎10-22-2020

That's because a partially paid invoice will not reflect in your Transactions list until the final payment is made.

You'll need to cancel the invoice to refund the deposit. @JBD

Justin
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sending a receipt for a partial payment on an invoice