How do I handle a partial payment


I want to download this partial payment from my financial institution

1. Download and accept the payment for this invoice into the checking, credit card, or savings account you use for this business.

2. If necessary, in the Category field, select the account that you use to track the customer's invoices payments and invoices. You may need to click the Transfer tab on the left to see the available accounts.

3. Open the account that you use to track this customer's payments and invoices.

4. Select the payment transaction, and then double-click the word --Form-- in the Category field.

5. In the Outstanding Invoices area, select the invoice this partial payment applies to.

6. Enter the amount of the payment.

7. Click Enter.

             What happens next?
                        • Quicken applies the payment to the invoice and keeps track of how much the customer still owes.

I want to enter this partial payment manually

1. Open the account that you use to track this customer's payments and invoices.

2. Click  (the Account Actions icon), and then choose New Customer Payment.

3. In the Customer Payment form, enter the customer name. 

                         • Quicken displays any outstanding invoices from this customer at the bottom of the form.

4. In the Outstanding Invoices area, select the invoice this partial payment applies to.

5. Enter the amount of the payment.

6. Click Enter.

              What happens next?
                         • Quicken applies the payment to the invoice and keeps track of how much the customer still owes.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.