Yardbook lets you add one or more payment(s) for a single invoice. This means if you have received a partial payment for an invoice, you can still record it against that invoice.

To record a payment, use the blue drop down menu titled ‘Actions’. Once a partial payment has been entered into the system, Yardbook will set the invoice status to “Pending Payment”, and automatically adjust the “Balance Due” when you print/email the invoice. Note that the invoice amount will still remain the same in the list view, however, when you click into it, you will see the new balance due as well as the partial payment that was made.

If your customer did not pay the entire amount in the previous month, you can manually set the remaining balance into the “Past Due Amount” field of your new invoice. The total amount of the new invoice will now include the “Past Due Amount”.