Allocate a payment to a customers invoice

Welcome to our easy-to-follow guide on managing partial payments for your invoices!

Have you ever had a customer who prefers to pay in installments over time?

Our step-by-step instructions will help you seamlessly allocate part payments to your invoices, ensuring a smooth and hassle-free process for both you and your valued customers. Let’s dive in and simplify the way you handle payments!


1. Open the invoice from the customer that you would like to add a payment to

2. Press on the “+” icon next to the payment line on the invoice.

3. Select Add Payment

4. Update date, select the green magnifying glass icon. If there’s a reference, feel free to include it.

5. Select the customers invoice, Press Select

6. Enter the payment amount you would  like to apply. (Whether it’s a full payment or a partial one)

Note: If an amount has not been added to the Applied Amount on the Reference line an error will appear when you press process 

7. Select Payment Method, Apply, Process

Once you’ve completed the payment process, you’ll see the payment or payments displayed right on the invoice, as well as any outstanding balance