If your client has completed a partial payment outside of Bonsai, follow these steps to record the payment on the invoice.
Recording a partial invoice payment
To get started, head over to your Invoice pages by selecting Financial Management > Invoices on the navigation bar. From here, select your invoice, click on the additional options and select 'Record Payment'.
A modal will appear to submit the details of your external payment.
Select the dropdown menu under Payment Options to toggle to one of the following options.
Record a partial payment for this invoice
The invoice will be outstanding for any remaining amount unpaid and client reminders will continue to be sent if enabled.
Mark as paid for only the partially paid amount
The invoice will be marked as fully paid. Any outstanding balance will not be saved as income within your account.
Use the designated fields to enter the details of the partial payment that was received by your client, including the payment method, amount and date.
You can choose to notify the email of their paid invoice via email, or to opt out of sending a notification email as well.
Once the details have been inputted, click on the 'Mark as paid' to record the payment.
Note: If a recorded payment needs to be removed, follow the instructions in How to change an invoice 'marked as paid' to 'unpaid to revert the invoice to an outstanding status and remove the record.
Invoice Status Considerations
The payment option that is selected when recording a partial payment will impact the resulting status of the invoice.
For example, for a $9800 invoice where a $500 partial payment is recorded with the 'Record a partial payment for this invoice' option, the status will remain as outstanding.
In the same example, if the 'Mark as paid for only the partially paid amount' option is chosen, the status will update to invoice paid.
Late fees
If the overdue payment on the invoice is the late payment fee that the client hasn't paid, then you can manually avoid the late payment fee on the invoice.
You can mark the invoice as fully paid and set the date paid as the 'Due Date'.
For additional support on recording partial payments on invoices, get in touch with Bonsai's Support team at support@hellobonsai.com.