Record payments, including part payments

One invoice

Open the invoice and click Record payment. Enter the amount, date and method. Anything less than the balance is a part payment; the rest stays open.

One payment, many invoices

1. 1

   Click Receive payment

   From the Invoices list or the customer's page.

   Invoices
2. 2

   Choose who paid, how much, and how

   Their open invoices are listed, oldest first.

3. 3

   Apply it

   Tick the invoices it pays and the amount on each, or Apply oldest first. Left to apply reaches zero, or the rest is kept on the customer's account (below).

4. 4

   Explain anything short

   For an invoice paid short, say what happens to the rest: leave it open, hold it as a deduction with a reason, or, when it's a few dollars, write it off.

Paid net of a credit note

When the customer has credit on their account (a credit memo not applied yet, or money kept on account), the payment screens show it. Enter what arrived: a credit issued for an invoice comes off that invoice by itself, and Credit used shows how much. For other credit, click Use credit on what's left. The invoice is settled in one step, by the money and the credit together, and in QuickBooks too.

More than the invoices take: money on account

An overpayment, a deposit, or a payment that arrives before its invoice: tick Keep the rest on the customer's account. It comes off what they owe on their account page, statement and portal, and waits there to be applied. With QuickBooks connected it's one payment there, and the rest is that payment's unapplied amount.

To apply it later, open the customer's Credits tab and click the payment, or use Apply payment on account on an invoice. If QuickBooks applies it on its own (its *Automatically apply credits* setting does, to new invoices), the next sync records that here.

With QuickBooks connected, the payment posts there too. Payments recorded in QuickBooks come back into thruflow and match themselves to the right invoices.