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How To Accept Partial Payments By Splitting An Invoice
How To Accept Partial Payments By Splitting An Invoice

How to split an invoice into two smaller invoices to facilitate partial payments or initial deposits from customers

DeShawn Brown avatar
Written by DeShawn Brown
Updated over a week ago

Sometimes a customer may not be able to pay their entire invoice in full, but they want to make a partial payment or pay some of the invoice off now. While Coworks does not support partial payments on a singular invoice, you can split an invoice into two smaller invoices in order to receive immediate payment, while still keeping track of the remaining open balance. This results in two new invoices, with the original total invoice being Closed but "linked" to the split invoices.

For example: If you have an invoice for $1000 and the customer would like to pay half now and half later, you can split the invoice into two $500 invoices and collect immediate payment on the first $500, while keeping the other invoice open and outstanding. This is also great for accepting initial deposits for an invoice!

Note: This feature is only available for invoices that have not been Paid or Closed, and are still outstanding.

How to split an Invoice

  1. Go to the invoice detail page and select "Split" from the list of invoice Actions.

  2. This will bring up a new modal that allows you to insert the amount of the first of the split invoices. This is effectively the amount of the partial payment you would like to receive. We will automatically calculate the amount of the second invoice based on the remaining balance left on the original invoice (yay for no math required!).

  3. Once you click "Save," we will close the original invoice (don't worry; you'll be able to find it later) and create two new unpaid invoices for the split amounts, which you can find in your Invoices tab.

Keeping Track Of Invoice History

To find a history of an invoice that has been split: Click on the invoice detail and scroll to the bottom to of the invoice. If the invoice has been previously split, you will find a "Split Invoice Links" section. Here you can find convenient links to both the original closed invoice (in this example for $1000) and the two children split invoices.

Click each link to view the details of that invoice. The invoice you're currently looking at is labeled as "current" and non-clickable.

Happy Coworking!

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