Sometimes a customer will pay a portion of the invoice. You can use the Match Payment button on the Invoice and change the search criteria to help locate the amount. This will leave the transaction showing as DONE and the Invoice showing as PARTIALLY PAID
The other option is to match from the transaction screen. You must follow the instructions to ensure it matches and shows correctly.
In this example, the invoice total was $882.63 The customer paid $402.50 towards the invoice
In the Money/Bank Transactions screen find the transaction the customer has paid you towards their invoice
Click on the transaction to open the Categorisation screen
- Click on the Match Document tab
- On the correct transaction, change the amount in the box to match the amount of the transaction
- Click on Match Now button when you are finished.
