Partial Payments Through QuickBooks

How to Record Partial Payments Through QuickBooks Online and Sync into ThoroVet

You can record partial payments inside your QuickBooks Online account, which will pull into ThoroVet. Once you have applied partial payments in QuickBooks, you must SYNC the Web Admin and Mobile App for changes to apply. You will see applied partial payments and updated balance appear in the list of invoices from both the Web Admin and Mobile App.  You will also see the applied partial payments made and adjusted balance due in the Account Summary section on the Invoice PDF from the Mobile App, which can be printed, e-mailed, etc.

Quick Guide:

You can make payments in QuickBooks a few different ways. From the Plus Icon > Receive Payment > enter customer name > select invoice with check mark. Or, directly in your invoices:

1. Go to Invoicing, then choose your customer.
2. Select the invoice you want, and click on Receive Payment.
3. On the Payment column, enter the partial payment amount.
4. Click Save and close.
5. Once finished, SYNC your ThoroVet account in both the Web Admin and Mobile App for the changes to apply:
   
   From the Web Admin: Go to Accounting > Manage Invoices/QuickBooks (box top left of screen) > then select QuickBooks from left menu > then select the "In QuickBooks" column. Go to the box at the top right "Sync All With QuickBooks" and choose the drop down arrow selecting "Pull Payments from QuickBooks" if you just wish to apply the new payments and partial payments to ThoroVet.
   
   From the Mobile App: Go to the menu > tap SYNC for changes to apply.
   
   
   

Tutorial with Images:

Step 1-4, Making a Partial Payment in your QuickBooks Account:

Step 1: From your Quickbooks Online account, go to Invoicing, then choose your customer.

Step 2: Select the invoice you want, and click on Receive Payment.

Step 3: On the Payment column, enter the partial payment amount.

Step 4: Click Save and close.

Note: You can now see your partial payment has applied to the invoice, with an updated balance due.

Step 5 - Sync Payments into ThoroVet: