Discover the Partial Payment Invoice Template for Accounting that Streamlines Your Billing Process

Partial payment invoice template for Accounting

in this tutorial we are going to show you how to add a payment schedule to an invoice so we'll start by selecting our client an invoice template if that's applicable it's not required our issue date and due date and then we will input a memo if that is something that you want to include you can do that here as well and once we create this invoice you'll see it's automatically generated for us and this is our building view so here we can modify the line items we can also add line items we can include the tax discount if necessary and then at the bottom you'll see that it has already created one installment for us of the total amount of the invoice so we're going to go ahead and create two installments here so we'll change this first one to be 50% of the total amount you can see it's equated now to 100 we get a line item there at the bottom that just notifies us that it's not adding up properly so then I'm gonna make this next installment to be one week later and we will make that for the other 50% and there you can see it will go ahead and send the invoice simply by selecting the send invoice button and you'll notice you get a little notification here at the top that tells you that the invoice has been sent now we'll go ahead and just to preview what it's going to look like we'll be able to go up to the record payment or actions at the top and select take payment now and here you can see the invoice that your client receives it's going to show them those payments that they have there at the bottom and the status of each payment