Part pay an invoice

Summary

How to part pay an invoice in Sage Accounting.

Resolution

Part pay a sales invoice from a bank feed or statement import

You can mark an Invoice as part-paid from the imported transactions page.

We recommend that you use this if you've connected to your bank feed or imported your bank statement.

  1. From Banking select Transactions.
  2. Find the transaction related to the invoice and select Match.
  3. Select the invoice you want to pay.
  4. If you are part-paying an invoice, change the amount in the Payment section to the amount received.
  5. Select Match.

Part pay from within an invoice

  1. Go to Sales or Purchases.
  2. Choose Sales Invoices or Purchase Invoices.
  3. Select the invoice you want to part pay.
  4. Select Record Payment.
  5. In the pop-up window, change the Amount Received to reflect what you or the customer paid.
  6. Select Save.

Part pay from the banking tab

  1. Go to Banking and select the relevant bank account.
  2. Select New Entry then choose either Purchase/Payment or Sales/Receipt.
  3. Select the Customer or Supplier and the relevant Bank Account, Method, and Date.
  4. Enter the Amount Paid or Amount Received.
  5. Select the tick box beside the invoice you want to part pay.
  6. Select the pencil icon on the invoice.
  7. In the pop-up window enter the part payment figure in the Amount to Pay section, then choose Apply.
    If you want to record a discount read our Add a discount to a sales invoice article >
  8. The amount left to allocate will be zero, select Save.

Related Solutions

Create a sales credit note

How to write off a sales invoice to bad debt

Solution Properties

Solution ID
222001000100987
Last Modified Date
Mon Jun 29 14:24:03 UTC 2026
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