How to Enable Partial Payments on Your Zibster Invoice
Zibster Invoicing makes it easy to send invoices to your clients and receive payments online. One of the great features is the ability to let your clients make partial payments towards their balance. This guide will show you how to set up your invoice to allow partial payments.
STEP ONE
Log Into Your Zibster Account
Go to your Zibster account and navigate to QUOTES & INVOICES.
STEP TWO
Go to the Invoices Menu
Click on INVOICES at the top of the page.
STEP THREE
Select or Create an Invoice
Choose an existing invoice that you’d like to allow partial payments for, or create a new one.
STEP FOUR
Edit the Invoice
Click on the EDIT button in the top-right corner of the invoice screen.
STEP FIVE
Set Payment Options
Under Payment, set your DUE DATE and toggle the ALLOW PARTIAL PAYMENTS option to Yes.
STEP SIX
Use Email Automation (Optional)
Enable Email Automation to send reminder emails for unpaid balances and upcoming due dates automatically, saving you time on follow-ups.
FINAL STEP
Send Your Invoice
Once you're ready, send the invoice. You'll see a confirmation screen letting you know the invoice was successfully sent.
Customer Invoice Example
Once your client receives the invoice, they’ll be able to pay online. They can either pay the full amount or enter a partial payment towards their balance.
This example uses Square as the payment method.
As your client makes payments, the invoice will update to show the remaining balance and due date, until the balance is paid in full.
