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Split and partial invoice payments

Agree a payment schedule for a larger job, or let a client pay part of an invoice. Keep the amount received and the remaining balance on the same record, using a supported payment method.

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  • Amounts and due dates
  • Partial payment minimums
  • Paid and outstanding balances
The Invoice Crowd Manage Payments window splitting a $3,000.00 invoice into three payments with due dates, percentages and amounts, next to the client view of the schedule and a partial payment with a minimum amount

What is inside

Fixed instalments or flexible part payments

Choose split payments when you agree the amounts and dates in advance. Choose partial payments when the client can decide how much to pay, subject to the configured minimum and remaining balance. Check payment-method support before sending.

Split payments

You set the schedule

Invoice Crowd Manage Payments window splitting a $3,000.00 invoice into $900.00, $1,200.00 and $900.00 with a due date for each payment

Plan a $3,000 project in three payments

For example, agree 900 before work starts, 1,200 at a milestone and 900 on completion. Enter the amounts and dates that match the agreement. The schedule totals 3,000 and gives the client a clear payment plan.

Invoice Crowd invoice with a due date and reminder options, and the three agreed due dates as the client sees them on the payment schedule

Keep each due date clear

Use dates the client has agreed to. A due date records when payment is expected; it does not authorize an automatic debit or guarantee collection. Review the payment settings and reminders before sending.

How reminders work

Partial payments

The client sets the amount

Invoice Crowd Manage Payments window with Partial Payment switched on and a Minimum Amount of $500.00 for a $2,000.00 invoice

Set a minimum partial payment

For a supported partial-payment flow, set the smallest amount the client can submit. This gives you a way to request a minimum contribution while leaving the rest of the invoice balance open.

An Invoice Crowd invoice for $2,000.00 on the client side with a partial payment of $800.00 entered and $1,200.00 left to pay

Let the client pay above the minimum

For example, a client may pay 800 toward a 2,000 invoice when the configured minimum is 500. After the successful payment is recorded, 1,200 remains due. Confirm the exact options in the client preview.

While it is being paid

The invoice does the bookkeeping

Invoice Crowd invoices list with partial and split pay statuses, the payment recorded on one invoice and the amount still owed

See what is still owed

Recorded payments reduce the invoice balance. Check the payment status before treating an amount as collected, especially when a provider processes payments asynchronously.

An Invoice Crowd invoice for $3,000.00 previewed as the client sees it, with the payment methods and the split schedule the client can pay from

Review the customer payment page

Before sending, preview the document and check the amounts, dates and available payment methods. Use the configured reminder workflow to follow up on outstanding amounts.

What the client sees

Also included

Keep the payment plan connected to the invoice

Use the invoice, customer record and payment history together when following up or checking a balance.

  • One invoice record

    Keep the original amount, recorded payments and remaining balance together.

  • Supported payment methods

    Availability depends on the provider, currency and invoice settings. A connected gateway does not automatically support every split or partial flow.

  • Customer visibility

    Give clients a place to review their documents and available payment options.

  • Start from an estimate

    Convert an approved estimate into an invoice, then configure the supported payment terms.

  • Check outstanding amounts

    Review invoices and payment history when reconciling what is paid and what remains due.

  • Choose the right payment request

    Compare a reusable payment link with the payment route on an existing invoice.

Questions

Split and partial payments, answered

What is the difference between split and partial payments?

Split payments use agreed amounts and dates. Partial payments allow an amount toward the balance, subject to the configured minimum and the payment flow available on the invoice.

Can I use this for a project deposit?

Yes, where the invoice and selected payment method support the requested collection. Agree what the deposit covers and how the rest will be paid, then preview the invoice before sending it.

Does a payment schedule automatically charge the client?

A schedule alone does not authorize an automatic charge. Automatic collection requires a separately supported and configured payment arrangement with the necessary customer authorization.

Will every connected gateway accept partial payments?

No. Support varies by provider and payment flow. Check the options available for the invoice currency and settings, and resolve any payment-capability warning before sending.

What happens when a client pays part of an invoice?

Once the payment is successfully recorded against the invoice, its outstanding balance is reduced by that amount. Check pending provider payments separately from completed payments.

Are instalments the same as recurring invoices?

No. Instalments settle an existing invoice over time. Recurring invoices create invoices on a repeating schedule. Choose the workflow that matches the agreement with the client.

Make the payment terms clear from the start

Create the invoice, choose supported payment settings and check the client preview before you send it.

  • Clear payment terms
  • One running balance
  • Supported payment methods
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