Partial payments let you record and track instalments against an invoice instead of waiting for the full amount to be paid at once. This makes it easier to handle phased billing, milestone-based projects, or situations where a client pays in smaller amounts.
SuperOps keeps the invoice open until the full balance is cleared, updates payment history automatically, and syncs these details with your connected bookkeeping tools and payment gateways, so you always have an accurate view of what’s paid, what’s due, and any credits available.
Recording a payment:
You can record payments manually or have them synced automatically from connected bookkeeping/payment systems.
Navigate to Invoices > open the invoice > click Record Payment
2. Enter amount received, payment date, payment method, and optional notes as shown below.
3. Once you are done, hit Save.
4. If it’s a partial payment, SuperOps records the payment and updates the outstanding balance. The invoice remains open until fully paid.
5. If it’s an overpayment, then the invoice is marked as Paid, and the excess amount is stored as Credit for the client.
6. Credits can be:
Automatically applied to the oldest open invoice.
Manually applied to a specific invoice.
Carried forward to the next future invoice if none are open.
Enabling Auto-Apply Credits
If you want overpayment credits to be automatically applied without manual intervention, you can turn on the auto-apply feature.
To enable it for all clients,
Go to Settings > Quote and Invoice Settings > Invoice Payment and toggle the Auto-apply credits setting to ON.
If you only want to enable this for a specific client,
Navigate to the Quotes and Invoices tab under that client, and select Invoice Settings from the left-hand panel.
From here, you can toggle the auto-apply credits setting for that client alone.
View Payments and Credits
At any time, you can check an invoice’s payment history, see the total credits available to a client, and view the remaining balance due. This information is available directly in the Invoice List View and within the detailed invoice view.
Edit or Delete a Payment
Payments can be edited or deleted from either the All Payments view or directly within an invoice.
If you delete a payment from the All Payments view, it will be removed from all invoices it was applied to, and any invoices that were marked as paid will be reopened.
2. If you delete a payment from within a single invoice, only the amount applied to that invoice is removed; this removed amount is converted into credit for the client, while the original payment record remains visible in the All Payments list.
3. You can also edit payment details here, including the applied amount, the amount received, the payment method, and the date of payment.
Payment Sync with Bookkeeping & Gateways
1. When you integrate SuperOps with bookkeeping and payment tools, payments are automatically pushed and synced—except in the case of QuickBooks Desktop (QBD), which only supports syncing full payments. To avoid discrepancies, it is best to make edits or changes to payments only within SuperOps.
2. Payments that are synced from third-party systems cannot be edited or modified inside SuperOps. Additionally, QBD does not support partial payments, and payments can only be recorded for invoices that are not marked as Paid or Void.