Down Payment in Invoices | FAQ | Zoho Books
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Recording a payment from the customer: · Go to the Payments Received module under Sales in the left sidebar. · Click + New to record a new payment. · Enter the ... FAQ Global UnitedStates UnitedKingdom Canada Australia India UnitedArabEmirates SaudiArabia Bahrain Kuwait Qatar Oman SouthAfrica Help Videos Developers Resources What'sNew Blogs AccountingTerms SignIn SignUp Help Videos Developers Resources What'sNew Blogs AccountingTerms SignIn SignUp x CLOSE General Customers&Vendors OpeningBalance Items Banking Estimates SalesOrder Invoices Credits UsersandRoles Expenses PurchaseOrder Bills Accountant TimeTracking Check ClientPortal Templates Subscription Payments Reminders Taxes Reports Automation Integrations WaveMigration YearEndAccounting GDPR invoices Aclienthaspaid$200asdown-paymenttowardsthepurchaseofanewtelevision.HowdoIrecordthistransactioninZohoBooks? Therearetwomethodstorecordadownpaymentfromyourcustomer: Usingaretainerinvoice Recordingapaymentfromthecustomer Usingaretainerinvoice Note:ThisfeatureisavailableinalltheeditionsofZohoBooksexceptEU. GototheRetainerInvoicesmoduleunderSalesontheleftsidebar. Click+Newtocreateanewretainerinvoice. Enterthenecessarydetailsandtheamountyou’vereceived. ClickSaveasDraftorSaveandSend. Whenyoucreateaninvoiceforthecustomer,youwillhaveanoptiontoapplythisretainerinvoice. Recordingapaymentfromthecustomer: GotothePaymentsReceivedmoduleunderSalesintheleftsidebar. Click+Newtorecordanewpayment. Enterthenecessarydetailsandtheamountyou’vereceived. ClickSave. Thisamountwillbesavedasunusedcreditsthatcanbeappliedtoaninvoiceforthiscustomer. Wasthisdocumenthelpful? Yes No Letusknowwherewecanimprove Enteryourcommentsorfeedbackonthispage Enteryouremailaddress ByclickingSubmit,youagreetoour PrivacyPolicy . Submit Cancel Submit Submit Thankyouforyourfeedback! Wantafeature?Suggest Switchtosmartaccountingsoftware.SwitchtoZohoBooks. Startmyfree14-daytrial ExploreDemoAccount MobileApps Availableinallmobileplatforms ©2021, ZohoCorporationPvt.Ltd.AllRightsReserved. Monday-Friday(9:00AMto6:00PM) US 8443165544|UK 08000856099|Australia 1800911076 Email [email protected] Joinourdiscussions ConnectwiththeZohoBooksForum ©2021, ZohoCorporationPvt.Ltd.AllRightsReserved. Books Onlineaccountingsoftwareforsmallbusinesses. TRYNOW MaybeLater
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