Is there really no way to request partial deposit to an invoice?

d36_
d36_ Member Posts: 3 Novice Member Novice Member
edited June 2024 in Reckon One

This was a simple feature for my previous software but now I'm stuck.

Im in a trade where a 50 percent invoice is the norm prior to starting.

How am I meant to do this with reckon

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,222 Reckon Community Manager Community Manager

    Hi @d36_

    We might need a bit more info on this but you're able to add partial payments to invoices in Reckon One by simply adding the payment amount on the invoice via Receive Payments.

    Check out my example below where the invoice total is $10.00 of which $5.00 has been paid.

    image.png
  • d36_
    d36_ Member Posts: 3 Novice Member Novice Member

    Normally I write up an invoice with items

    Say 10 units of 'a' $6 = $60

    Then I'll send invoice to client for 50 percent of total i.e on above example would be $30 due

    Remainder is invoiced on completion

    But I can't seem to edit the balance due at all.

  • d36_
    d36_ Member Posts: 3 Novice Member Novice Member

    I need to request a partial payment, not record a partial payment

Categories