How do create a partial payment at checkout without creating an invoice.

capitaltailor — Mon, 06 Jul 2020 18:12:09 GMT

We provide a service where clients can choose to put a 50% deposit and pay the rest at pick up.

How do i split that payment at checkout without creating an invoice for a customer so that they can leave a deposit and the rest gets charged when they pick up or when the work is complete.

leaving a negative balance on their account so it pick up the balance due on their return & giving us a report of dues, and balances. (like the invoices) but NOT an invoice or invoice fees.

Re: How do create a partial payment at checkout without creating an invoice.

nika — Tue, 07 Jul 2020 15:07:54 GMT

Hey @capitaltailor- I noticed you posted this question twice, so I'm going to answer here. Just so you know, our team monitors every post, so no need to post multiple times.

Unfortunately the only way to keep track of deposits/partial payments is through invoicing. You could collect a partial payment from a customer once you've added them to the sale, so that way you can go back to their customer profile and reference what they've paid. However, there won't be a record of them paying towards a total. You'd have to make a note on each payment so that you know where they stand on their balance.

Invoicing is the only real way to collect deposits and easily track what has been paid and what is still owed.

thread Re: How do create a partial payment at checkout without creating an invoice. in Archived Discussions (Read Only)

How do create a partial payment at checkout without creating an invoice.

Re: How do create a partial payment at checkout without creating an invoice.