Partial and full payments and document status

A partial payment reduces the document balance and typically changes the status to Partially Paid. When the sum of payments and applied credits covers the entire document, the status becomes Paid.

Last updated 20 days ago

A partial payment reduces the document balance and typically changes the status to Partially Paid. When the sum of payments and applied credits covers the entire document, the status becomes Paid. If a payment is reversed, the balance and status are recalculated.

If the status is not as expected, open the document's Payments tab and review all transactions. Also, check for Invoices credit memos, overpayments, currency, and rounding. The status indicator alone does not show the full calculation history.

The payment date and the document due date are distinct. A full payment received late can settle an overdue document, but the actual payment date must be preserved in the history.

If multiple transfers cover a single document, record each transaction separately. This ensures traceability regarding bank statements, transaction IDs, and receipts.

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