Add a Deposit or Partial Payment to an Invoice

You can add and record multiple deposits or partial payments for an invoice.

Invoice2go allows you the flexibility to record payments quickly and accurately from the app. If you receive a payment that is less than the full invoiced amount, you can easily apply it and Invoice2go will calculate the rest for you.

Not only do you have the ability to record partial payments and deposits, you can also categorize them for easy sorting in payment reports.

You can add multiple partial payments to an invoice. These payments will be displayed in the Payment History at the bottom of the Payment Info screen.

iPhone and iPad

  1. Open the invoice
  2. Tap on the Action button
  3. Select Payment
  4. Enter the amount paid under Part Payment
  5. Set the Date Paid
  6. Enter the type of payment made in Type or  tap on the Plus sign button to choose from a list of payment types
  7. Enter notes related to the payment under Comments
  8. Tap on Save

Android

  1. Open the invoice
  2. Tap on Paid
  3. Tap on Part Payment
  4. Enter the amount paid
  5. Set the Date Paid
  6. Enter the type of payment made in Type or tap on the Magnifying glass button to choose from a list of payment types
  7. Enter notes related to the payment under Comments
  8. Tap on Save

Web

  1. Open the invoice
  2. Click on the Document at the top right of the document and click on Payments or you can click on the amount in the paid section to the right of the invoice
  3. In the Manual Payment section enter the amount paid under Amount
  4. Set the Date Paid
  5. If amount is paid in full check the box Fully Paid
  6. Enter notes related to the payment under Comments
  7. Click on Add Payment

 

Have more questions? Submit a request