How to record a partial payment
Learn how to record a partial payment on invoices in the Bookipi Invoice mobile app with this simple guide. Please note that the feature to record payment is exclusively available in the Invoice category only and is not accessible in other categories.
Step 1: Open the invoice.
Tap on the invoice you want to mark as partially paid.
Step 2: Tap ‘Payment’.
Select 'Payment' from the options below.
Step 3: Select ‘Record Payment’.
Tap on 'Record Payment'.
Step 4: Turn off the 'Fully paid' option.
Leave the 'Fully paid' option turned off.
Step 5: Enter the amount paid.
Enter the partially paid amount in the provided field.
Step 6: Enter the payment date.
To change the payment date, tap on the date, choose a new one, and then tap 'Confirm'.
Step 7: Tap ‘Submit’.
Tap ‘Submit’ to record the partial payment on your invoice.
Step 8: (Optional) Send the receipt to your customer.
You will be prompted to send a receipt to your customer. You can choose to send it by entering your customer’s email address, then tap ‘Send’.
Once you are ready to enter the final payment and complete the transaction, simply enable the ‘Fully paid’ option.
Alternatively, you can learn how to record a partial payment on invoices on Bookipi Invoice mobile app with our step-by-step video guide below.
Discover more tutorials for Bookipi Invoice on mobile app
Creating and sending invoices is even easier with the Bookipi Invoice mobile app.
Discover more tips on how to get the most out of Bookipi Invoice with our mobile app guides.