How To: Partial payments

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.

If you’ve received a partial payment, you can add the amount you already received to the invoice. To do this, navigate to the Invoice module and look for the right invoice. At the bottom of the ‘Info’ widget on the detail page of the invoice, you’ll see 4 buttons. The first one states ‘Paid’. If you click it, you get the following screen:

If your client paid in full, just click ‘Full payment’ and the invoice will be settled. If you only received part of the due amount, click ‘Partial payment’. Then give in the amount you received and add the payment date (default set on today).

When you hit ‘Save’, you’ll see that the amount paid now also appears on the invoice details. A note has also been added to the tracking of the invoice, at the bottom of the page.


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 follow 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.

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