How-To GuideBeginner4 min read

How to Handle Partial Payments and Payment Plans

Manage partial payments and set up payment plans for customers in Local Business Pro by recording multiple payments against invoices.

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

Navigate to Operations > Invoices
Open the invoice receiving partial payment
Click Record Payment
Enter the partial amount received
Select the payment method
Add notes about the payment arrangement (e.g., "Payment 1 of 3")
Click Save
The invoice now shows as Partially Paid
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.