Invoices and documents

Invoice partially paid - invoice preview

Last updated: 2023-12-12

It often happens that a previously issued invoice is paid by the Contractor in installments. On the invoice, we can mark that it has been partially paid.

In InvoiceOcean, there are two ways to indicate partial payment:

1. Edit the document and enter the amount in the paid field

After filling in this field, the status of the invoice will change, and the Total due and Paid fields will also be updated in the invoice preview.

The invoice will look as follows:

The change in the appearance of the invoice always occurs after clicking the Save button.

Note!!! If the Customer received an invoice from us earlier when there was no payment yet, and the invoice looks different now because the above amounts have changed, we will have a problem sending a duplicate invoice to our Customer because the invoice does not have the same data as at the time of the first sending to the Customer. As we know, a duplicate invoice must be identical to the original version of the invoice.

2. To avoid such discrepancies, use the second method of marking invoices with partial payment, which is marking the invoice as partially paid by changing the invoice status itself. To do this, click on the invoice status, select the Partially Paid option, and in the pop-up window, enter the amount paid so far. The green status bar of the invoice will move to the right, but the invoice preview will remain unchanged.

Assuming that we edited the invoice before sending it to the customer, and it has the same content as the document sent to the customer, you can change the invoice status and add amounts for individual payments without any problems. There is no need to worry that the document will differ from the original version

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Invoice partially paid - invoice preview

In InvoiceOcean, there are two ways to indicate partial payment:

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