Sometimes a customer may not be able to pay their entire invoice in full but wish 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 keep tracking 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!

To do this:

Go to the invoice detail page and select "Split" from the list of invoice actions (Note that this feature is only available for invoices that have not been paid or closed but are still outstanding).

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 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!)

Once you hit 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 billing 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.

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