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 do I generate, send, or print a payment receipt?

      Once a payment has been recorded, you can generate a payment receipt to confirm the transaction with your client. The receipt can be sent by email or printed, depending on your needs. Send or print a receipt Follow the steps below to send or print a ...

    • 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 transaction?

      Psylio lets you record and track your business expenses, as well as income that isn’t linked to invoicing (other income). Set up income and expense categories Before recording an expense or other income, make sure your categories are set up ...

    • Is it possible to export my financial data in PDF format?

      You can generate a PDF version of your financial data using your browser’s Print function. For a more complete and structured export, the CSV format is recommended. See the following article to learn how to export your data in CSV format: How can I ...