What if, by mistake or completely in agreement, your customer only pays a part of the invoice you’ve sent him? Well, no problem at all, because Teamleader lets you register partial payments perfectly. Here’s how:
- Navigate to “Invoices”
- Click on the right invoice from the list
- Click on “Paid” at the bottom of the “Info” widget
- A screen pops up. If your client paid in full, just click “Full payment” and the invoice will be settled. If you only received a part of the due amount, click “Partial payment”
- Give in the amount you received and add the payment date (default set on today)
- Hit “Save”.
- Two things will happen:
- The paid amount appears on the invoice details like this:
- A note has been added to the activities of the invoice, at the bottom of the page
- The paid amount appears on the invoice details like this:
- When you return to your invoices overview, you can add two columns to the overview (via the cogwheel in the bottom right-hand corner) that give you more information on the partial payments of your invoices:
- The Status of your invoice will display 'Partially paid' in the case of a partially paid invoice.
- Amount due (incl. VAT): this column displays which amount of the invoice remains unpaid. You can for example create a segment with the rule 'Amount due is larger than 0' to sort the invoices for which you still expect payment.
Example: this invoice of €1000 (excl. 21% VAT) was partially paid for €500 (excl. VAT). This means that the amount due is €710 (incl. VAT).
- The Status of your invoice will display 'Partially paid' in the case of a partially paid invoice.
Good to know:
- If your customer fails to deliver the full payment before the invoice due date, you can send a reminder manually or automatically. In both cases, the already paid amount will be deducted from the original invoice. The previously paid amount will also be visible on the invoice copy
- Partial payments can happen multiple times for the same invoice until the complete amount has been paid. If you click the “Paid” button again after a partial payment has been made, you can fill in the remaining amount that is still due
- If you've entered a payment incorrectly, or if you happened to set the wrong invoice to partially paid, you can undo a payment by hovering over the green area and by clicking the garbage bin.
