Savance Enterprise Support

First of all, open up the invoice that you want to receive a partial payment for, and go to the Invoicing tab. Before receiving any payments, you’ll notice that the Total Paid value is $0.00, and the Balance Due value is the same as the Invoice Total, as seen below.

Once you click the Enter Payment button, the Receive Payments window will pop up. You will want to fill out the Transaction Type at the top first. At the bottom, it will tell you the amount that is due, and you can submit how much payment is entered. For example, in the invoice below, $81.00 is due and the customer has paid $51.00. That means that I should expect to receive another $30.00 sometime in the future.

Once you click Accept Payment, you will notice that the values in the Balance Due section change to indicate how much money remains to be paid.

When another payment arrives, follow the same process by clicking Enter Payment and entering in the value of the payment. Once the payment has been received in full, you’ll notice that the Balance Due value will change to $0.00, and a message will show up in the Invoice Status section to indicate that the invoice has been paid in full.

FROM RECEIVE MONEY

When payments are entered in the Receive Money screen, they can also be entered as partial payments. For details on how to use the Receive Money feature, please view our documentation on this feature by searching our knowledgebase.

In short, you can go to Accounts Receivable > Receive Money to use this feature. Simply type in a customer name and the amount to pay at the top, as seen below.

Then at the bottom, put a check next to the invoice(s) you’d like to submit payment for. You will notice under the Prev. Payments column what payments have already been made for this invoice. To enter a new payment, type in the amount you would like to pay in the Payment Applied column. Once you are all set, click the Post button at the bottom to complete the process!