> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Part payments

> Learn how to collect a partial payment against an invoice in Yorlet.

export const OverflowMenu = () => {
  return <span>overflow menu (•••)</span>;
};

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.

## 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 <OverflowMenu /> 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**.

<Note>
  Creating a part payment also creates a partial transfer, based on the transfer behaviour of each invoice line item being part paid.
</Note>

### 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.

## 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.

## 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.

## 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**.

## Void a part payment

<Info>
  You can only void a part payment while it has the status `unpaid`.
</Info>

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**.

## 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 <OverflowMenu /> and select **Edit description**.
3. Update the description and save your changes.