Invoices, Payments, and Deposits

Partial and Lump Sum Payments

Recording Partial Payments

Now you can record a partial payment on an invoice by clicking onto Collect Payment and editing the payment amount to what has been collected from your client. When you save this payment amount, the invoice status will stay as 'Awaiting Payment' and the payment will be applied to that invoice. 

Continue with these steps until the full invoice balance has been paid off. Once you record the final payment amount, the invoice balance will change to $0.00 and the invoice will automatically update to Paid

Recording Lump Sum Payments

Lump sum payments are useful in situations where clients want to pay off multiple outstanding invoices at once. 

To record a lump sum payment, go to the Billing history from the Client page and click New > Collect Payment.

 

Then enter the payment:

 

After clicking Save, a pop up will appear listing any invoices for this client that are 'Awaiting Payment'. You can choose to mark multiple invoices as 'Paid' by selecting them from this list.


NOTE: Marking an invoice as Paid does not apply the payment to that invoice. You can add the invoice numbers to the Details box of the payment for your records. 

If you utilize the Taxation Report in Jobber, any lump sum transactions will appear as Unallocated on the Cash report - this means they haven't been applied to an invoice and so Jobber does not know which Tax to apply these funds to. The best way to prevent this is to manually split a lump sum payment and record it directly on each invoice it is meant to pay off. 

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