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Invoices: Partial Payments
Invoices: Partial Payments

How to track partial payments to invoices in WholeCell

Brennan Zelener avatar
Written by Brennan Zelener
Updated over 3 months ago

As of September 10, 2024, you can now track partial payments to invoices in WholeCell. Here's a video explaining how:

On the invoice page's right sidebar, click on the '+Add a Payment' button:

Then, in the Create a Payment window, enter the amount, and then click 'Create Payment.'

Once the amount has been saved (and if the total payment does not yet equal the amount due), the invoice status will change to "Partially Paid." (You don't need to manually create this status on the invoice settings page in WholeCell)

When you enter another payment for the rest of the amount owed in the future, the invoice status will change to "Paid."

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