What features should we work on?

Invoice Partial Payment

Thanks for adding Invoices to the Self Employed product. I'd really like to integrate more of my business w/ you. In order to do so, I need the ability to apply partial payments to invoices. Thanks!

160 votes
Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)

We’ll send you updates on this idea

Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

35 comments

Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
Submitting...
  • Anonymous commented  ·   ·  Flag as inappropriate

    I wright deposit and date under the description. Amount -300 and it deducts the deposit from the total invoice.
    Hope it helps. David

  • Jackie Kuehl commented  ·   ·  Flag as inappropriate

    It seems that others have already offered some of this feedback, but I thought I'd put it all in one spot here.

    It would be amazing if Quickbooks SE could eventually allow us to save items for invoices, then just add them when creating an invoice (would save us a lot of time). This would include actual item/service being sold, discounts based on a set dollar amount and/or a percentage, and a tax rate implementation.

    Also, it would also be great to offer the ability for the client to make partial payments - specifically so I can indicate a retainer/deposit; they could pay the retainer to book my service (I'm a photographer), then use the same invoice to pay their remaining balance when they're ready.

    For context, Square has all of these features, but I decided to cancel my account with them because their customer service has been appalling.

  • Paul Moser commented  ·   ·  Flag as inappropriate

    Why can't I make a partial payment on an invoice?
    Why are there no customer accounts that can link payments to accounts and invoices?
    Why can't I log expenses under invoices, customer accounts?
    Why can't I duplicate trips for multiple occasions making the same trip?
    Why does this app seem primarily for money in, money out, expenses, and deductions?
    Why is this app any more valuable than a notebook and a ziplock bag?
    I am not happy with this at all. I have used free apps with a lot more functions and much better user interface than this. I expected a lot more mor Intuit.

  • Tamra Mezera commented  ·   ·  Flag as inappropriate

    I am incredibly annoyed that so many people have requested a way to mark a bill partially paid since 2016 and quickbooks/intuit has not done anything about it.

  • Sam commented  ·   ·  Flag as inappropriate

    Partial payments should be part of the minimum viable features. Until that happens, many are required to use another system outside QuickBooks Self-Employed to track that.

  • Tipling commented  ·   ·  Flag as inappropriate

    As a self-employed contractor, the ability for clients to give partial payments and for me to track this against the invoice is critical. PayPal lets you do this, I am surprised QB does not.

  • Phil commented  ·   ·  Flag as inappropriate

    It's a critical feature for anyone who received deposits for their work.
    Pressing Mark as Paid would mean it was fully paid so nothing can be done meanwhile

  • Anonymous commented  ·   ·  Flag as inappropriate

    yes, many service companies require 50% of invoice to start. My clients don't want to see a FULL invoice with me writing "50% due...." The REQUIRE an invoice that shows only 50% of the amount due DUE NOW. This is so common I'm surprised QuickBooks is not on top of this. This is service business 101 stuff guys. I literally have to hack my account to work with multi-billion dollar companies and make all of my qty. 1/2 which looks weird and unprofessional.

  • Anonymous commented  ·   ·  Flag as inappropriate

    Using PayPal now, but would be helpful to use invoicing through quickbooks. I won't be able to make the switch until deposits and partial payments are integrated features.

  • Casey commented  ·   ·  Flag as inappropriate

    Yes! I often charge a 50% deposit and 50% total of finished job. I NEED partial payment options!

  • Nicole Muller commented  ·   ·  Flag as inappropriate

    Yes! This feature is necessary for any flexible invoicing system. It's a glaring hole in the current application. In general, greater flexibility in customizing invoices would be welcome.

  • Tom Camp commented  ·   ·  Flag as inappropriate

    Same! I hate having to use external invoicing apps when it could be done so simply in QB. Reference Invoice Ninja for their features.

  • Anonymous commented  ·   ·  Flag as inappropriate

    I will continue using PayPal for invoicing until Quickbooks allows us to specify what amount the client must pay (partial payment) and allow them to make partial payments until the invoice is paid in full. Thank you!

← Previous 1

Feedback and Knowledge Base