Is it possible to record partial payments?

Is it possible to record partial payments?

Yes, partial payments can be recorded on two separate invoices. Here's how:

  1. Create two invoices for the same service.
  2. Add a line on each invoice to subtract the amount paid by the other payer.
    1. Invoice for the first payer (the client, for example): Indicate the amount the client needs to pay after subtracting the amount paid by the third-party payer.
    2. Invoice for the second payer (a third-party payer, for example): Indicate the amount the third-party payer needs to pay after subtracting the amount paid by the client.


Example for a service that costs $100.00:

  • The total invoice amount for the client will be $20.00.

  • The total invoice amount for the third-party payer will be $80.00.


    • Related Articles

    • Is it possible to manage third-party payers?

      Yes, absolutely! You can manage your third-party payers directly on the platform. Go to Settings > Invoicing > Third-Party Payers in your account. Add the third-party payers you collaborate with to the list. When creating or updating a client record, ...

    • How can I generate a payment receipt?

      When you receive a payment, you can quickly generate a receipt to confirm the transaction with your client. The receipt can be sent by email or printed for your records. How do I send or print a receipt? Follow these steps after receiving a payment: ...

    • What happens to the financial records when I delete a client record?

      Deleting a client record in Psylio does not impact financial records. According to the law, all financial data, including client payments, must be retained for 7 years. Therefore, even after deleting a record, client payments remain recorded in your ...

    • How do I record a business expense?

      Psylio lets you record and track your business expenses to give you a clear overview of your expenses and income. Set up expense categories Before recording an expense, take a moment to customize your expense categories. You can edit existing ...

    • Is it possible for a client to pay for a session directly via the invoice?

      Unfortunately, this is not possible at the moment. However, if you have a Paypal or Stripe link, you can copy it into the Notes section at the bottom of the invoice and the client can click on this link to make the payment.