Estimates & Invoices

How to Handle Partial Payments and Payment Plans

Manage partial payments and payment plans in Local Business Pro. Track remaining balances and record multiple payments against invoices.

beginner 4 min read invoices partial-payments payment-plans billing
Book a demo Calculate missed-call revenue

Quick Answer: Record each partial payment as it comes in using the Record Payment feature. The invoice shows as Partially Paid with the remaining balance until paid in full.

What You'll Learn

Some customers need flexibility in how they pay. This guide shows you how to accept partial payments, track remaining balances, and manage payment plans effectively.

Recording Partial Payments

  1. Navigate to Operations > Invoices
  2. Open the invoice receiving partial payment
  3. Click Record Payment
  4. Enter the partial amount received
  5. Select the payment method
  6. Add notes about the payment arrangement (e.g., "Payment 1 of 3")
  7. Click Save
  8. The invoice now shows as Partially Paid
  9. Repeat for each subsequent payment until paid in full

Payment Plan Best Practices

  • Document the agreed payment schedule in the invoice notes
  • Set calendar reminders for expected payment dates
  • Send friendly reminders before each payment is due
  • Track all payments with reference numbers
  • Consider a written payment agreement for large amounts

Frequently Asked Questions

Q: How do I see the remaining balance?
A: Open the invoice detail view. The balance due is displayed prominently, along with a history of all payments received.

Q: Can I automate payment reminders?
A: Yes, set up automations to send reminders when payments are due or overdue.