Part payments

Part payments let you collect part of an open invoice rather than the full amount. You choose how much to pay against each line item, and Yorlet keeps the invoice open until the remaining balance is settled. This is useful when a customer can only pay some of what they owe, or when you receive a payment towards an invoice outside of Yorlet. You can only create a part payment for an invoice that is open. An invoice can have one pending part payment at a time, so you must complete or void the current part payment before creating another.

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Create a part payment

To create a part payment, follow these steps:

1. Navigate to the invoice you want to collect a part payment for.
2. Use the and select Create part payment.
3. Under Line items, enter a Part payment amount against each line item you want to pay. Each amount is capped at the amount still owed on that line.
4. Review the totals. Part payment due shows the total you are collecting, alongside the Invoice amount remaining.
5. Optionally add a Description to record context for the part payment.
6. Tick Payment outside of Yorlet if the customer has already paid you outside of Yorlet (for example, by a manual bank transfer).
7. Click Create part payment.

If the customer has a bank transfer balance available, a Bank transfer card shows the funds on hand and a link to View balance.

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How a part payment is created

What happens next depends on whether you ticked Payment outside of Yorlet:

• If you left it unticked, the part payment is created with the status unpaid and a payment is prepared so you can collect it through Yorlet. Use Charge part payment to take the payment.
• If you ticked it, the part payment is created with the status unpaid and marked as paid outside of Yorlet. Use Mark as paid to record that it has been settled.

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View part payments

Part payments for an invoice are listed in the Part payments section of the invoice page. Select a part payment to open it and see its line items, amount and status, and to charge, mark as paid, void or edit it.

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Charge a part payment

You can charge a part payment that has the status unpaid and was not paid outside of Yorlet. To charge a part payment, follow these steps:

1. Navigate to the part payment you want to charge.
2. Click Charge part payment.
3. Select the Payment method to charge.
4. Click Charge to collect the payment.

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Mark a part payment as paid

When a part payment was paid outside of Yorlet, mark it as paid to keep your records up to date. To mark a part payment as paid, follow these steps:

1. Navigate to the part payment you want to update.
2. Click Mark as paid.
3. Optionally set the Payment date. Leaving it blank uses today’s date.
4. Click Mark as paid.

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Void a part payment

Voiding releases the amount back to the invoice so the balance can be collected another way. To void a part payment, follow these steps:

1. Navigate to the part payment you want to void.
2. Click Void.

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Edit a part payment description

To update the description of a part payment, follow these steps:

1. Navigate to the part payment you want to edit.
2. Use the and select Edit description.
3. Update the description and save your changes.