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Add a partial payment to a client invoice

Add a partial payment to a client invoice

Introduction

When a client invoice is paid only partially, this must be reflected in the invoice payment data. In XTRF, there are two ways to add a partial payment to an invoice: via the invoice page or via a client payment.

Add a partial payment via the invoice page

  1. Open the invoice to which the partial payment must be assigned:

    1. Go to the Invoicing module.

    2. In the Client Invoices tab display, locate the required invoice.

    3. Click the icon to open the invoice in edit mode.

Open invoice.png

  1. On the invoice page, select the Payments tab.

  2. Click the Confirm Payment in Part button. The Add Client Payment popup will be displayed.

  3. In the Received Amount field, enter the actual amount received from the client as payment for this invoice.
    The Received Amount value will be set automatically to match the Gross Total value. To add a partial payment, the received amount must be edited.

  4. In the Assigned Amount column, enter once again the actual amount received from the client as payment for this invoice.
    The Assigned Amount value will be set automatically to match the Unpaid Amount value. To add a partial payment, the assigned amount must be edited.

  5. Click the Save button. The invoice will automatically be marked as Partially Paid, and the Unpaid Amount value will be adjusted.

For details about other fields of the Add Client Payment popup, see the Add a client payment guide.

Add a partial payment via a client payment

If you have added a client payment in the Client Payments tab (for details, see the Add a client payment guide) and want to allocate the funds from it as a partial payment to an invoice, perform the following steps:

  1. Go to the Invoicing module.

  2. In the Client Payments tab display, locate the client payment from which you want to allocate funds.

    Open payment.png

     

  3. Click the icon to open the payment in edit mode. The Client Payment popup will be displayed.

Client Payment.png

 

  1. In the table at the bottom of the popup, locate the invoice, to which you want to allocate the client’s free funds.

  2. In the Assigned Amount column, enter the partial payment sum.
    You can allocate all the funds from the current payment or just a part of the sum. In this step, you can also allocate funds to several invoices.

  3. Click the Save button. The invoice will automatically be marked as Partially Paid, and the Unpaid Amount value will be adjusted.