How to record a part payment or instalment on an invoice
Record what a member has paid so far, keep the balance visible as PARTIAL, and set a reminder to collect the rest. Works for EMIs and split cash/UPI payments.
Many members pay a quarterly or yearly plan in two or three goes. Record each payment as it comes in: the invoice shows PARTIAL until the full amount is in, then PAID.
Step by step
Open the invoice and click Record payment
From More › Invoices, click Open → on the invoice, then Record payment.
Enter the amount received
Fill in the Amount the member paid today, the Method, the Date and an optional Note. Tick Remind me to collect the balance and choose a date — it'll appear under Reminders › Payments. Click Record payment.
Collect the rest later
The invoice now shows PARTIAL with the remaining Balance. When the member pays the rest, open the invoice again and record another payment — or click Mark as paid to settle the balance in one step.
If something goes wrong
- Amount exceeds the balance due
- You can't record more than what's left. Check the Balance on the invoice and enter that amount or less.
Common questions
Can one payment be split between cash and UPI?
Yes. Record two payments on the same invoice, one for each method, so your cash and UPI totals stay accurate.
Where do I see who still owes a balance?
Click the PENDING chip on Invoices — it lists every invoice with a balance left, whatever its status — or open Reminders › Payments.