Guide 13

Deposits and part payments

Every part payment logged, and the balance kept for you

The problem

A client owes tens of thousands on a washroom upgrade, and today a part payment lands. Unrecorded, you will be arguing with your own memory in a month.

What Zeus does

Log every deposit and part payment against the invoice, and Zeus keeps the running balance owing up to date.

Do this

Start on Invoice

  1. Summit card

    Summit Physiotherapy · Commercial Washroom Upgrade

    Look at Summit Physiotherapy · Commercial Washroom Upgrade

  2. Docs

    On the job

  3. INV-…: $33,118

    Open invoice INV-…

    Deposits and part payments, INV-…: $33,118
  4. Create

    Because the payment starts from the orange plus too

  5. PaymentsSchedule or record

    In the hub

    Deposits and part payments, Payments
  6. Record a Payment

    Opens the Record Partial Payment sheet

  7. Type intoAmount Received

    Enter the amount received

  8. Bank transfer

    Paid by bank transfer

  9. Save Payment

    Save, and ten thousand is recorded, with twenty-three one-eighteen forty-nine still owing

    Look at PAYMENTS RECORDED

  10. Docs

    Back in Docs the row reads Partial

    Look at Partial

You now have

The invoice reads Partial, and remembers what is still owed.

All 10 guides in Quotes, invoices & money in