How to Handle Partial Payments

What Are Partial Payments?

Sometimes your customers can't pay the full invoice amount right away. That's completely normal in the trades! Partial payments let you record when a customer pays part of their bill, so you can keep track of what's still owed and maintain good relationships with your clients.

Recording a Partial Payment

Go to your Dashboard and click on Invoices
Find the invoice that received a partial payment
Click on the invoice to open it
Look for the Record Payment button at the top of the invoice
Click Record Payment
Enter the amount your customer actually paid (not the full invoice amount)
Select the payment method (cash, check, credit card, etc.)
Add the date you received the payment
Click Save Payment

The invoice will now show the partial payment amount and calculate your remaining balance automatically.

Tracking What's Still Owed

After recording a partial payment, JobsPaid makes it easy to see what's left:

The invoice status changes to Partially Paid
You'll see the Amount Paid and Balance Due clearly displayed
The remaining balance appears in red so it stands out
Your Dashboard will show this invoice in the "Partially Paid" section

Sending Balance Reminders

When you're ready to collect the remaining balance:

Open the partially paid invoice
Click Send Reminder
The reminder email will automatically show only the remaining balance
Your customer will see exactly what they still owe

Multiple Partial Payments

If your customer makes several partial payments, just repeat the recording process each time. JobsPaid keeps track of all payments and automatically updates the balance after each one.

Common Mistakes

Don't create a new invoice for the remaining balance - just keep using the original invoice and record each payment as it comes in.

Make sure to enter the actual amount received, not the total invoice amount. The app does the math for you.

Remember to check your state's requirements about payment terms and late fees before setting up your invoices.

• How to Create Professional Invoices • Setting Up Payment Terms and Late Fees • Using Payment Reminders Effectively

Keep your cash flow healthy by staying on top of those partial payments! 💰