If a client makes a partial payment toward a deposit, you’ll need to split the deposit into multiple payments.

For example, if the deposit is $1,000 and the client pays $800, create two deposit installments: one for $800 and one for $200. Then mark the $800 installment as paid and leave the remaining $200 unpaid. Here's how:

Step-By-Step Instructions

1. Navigate to the relevant invoice.
2. Click Edit.
3. Scroll to the Payment Schedule section.
4. Update Payment #1.
5. 1. Update the name to clarify the purpose of this payment (e.g., First Payment).
   2. Enter the payment amount received.
6. Add Payment #2 for the outstanding balance by clicking the + button.
7. 1. Update the name to clarify the purpose of this payment (e.g., Second Deposit Payment).
   2. Add the payment due date.
   3. Under Amount Due, enter the remaining amount due.
8. On the Financials module, you will now see multiple payment installments.
9. To mark Payment #1 as paid, click the three dots next to the installment and choose Mark as Paid from the dropdown.
   

Interactive Tutorial

Keywords: Financials, invoices, partial payment, multi-installments, multiple payments