Practice CS: Partial payment of NetClient invoice

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By default, only the full invoice payment amount can be entered into a NetClient invoice, making it impossible to enter a partial payment via the NetClient portal. This topic explains two workaround procedures that enable you to enter a payment that is less than the full amount.

Methods

To make a partial payment of a NetClient invoice, you have two options.

  1. Mixed payment methods: Receive the payment from the client using a method other than NetClient (cash, check, etc.). Then enter the payment in Practice CS Receipt & Adjustment Entry, apply the payment, and reprint the invoice.
  2. Multiple NetClient payments: Modify the invoice amount to match the desired payment amount and reprint the invoice to NetClient. The client pays the invoice through NetClient. Once the payment is processed, create a second invoice for whatever remaining amounts you want to bill. Print the second invoice to NetClient. Then the client can pay the remainder of their balance.

Method 1: Mixed payment methods

  1. Collect a payment from the client by cash, check, credit card (not entered through the portal), or direct debit (ACH).
  2. In Practice CS, choose Actions > Receipt & Adjustment Entry.
  3. Enter the payment by completing the necessary fields.
  4. Open the Applied Amounts dialog by clicking the button between the Amount and Applied Amounts column.
  5. Apply the receipt to the NetClient CS invoice.

    Note: Do not mark the invoice as paid in NetClient CS. This will move the invoice to the Paid tab in the NetClient CS portal and prevent the client from paying. For more information on marking NetClient CS invoices as paid, see How to mark a NetClient CS invoice as paid.

  1. Choose File > Print Invoices & Statements.
  2. Mark the invoice.
  3. Click the Print Selected button.
  4. Mark the Output to NetClient CS option.
  5. Click the OK button.

After completing the steps above, a new invoice with an updated invoice amount will appear in the NetClient CS portal.

Method 2: Multiple portal payments

If it is necessary for the client to pay through the NetClient portal, you will need to reduce the invoice amount to match the amount the client wishes to pay. This is not actually a partial payment of the invoice, but a full payment of the invoice with a reduced invoice amount.

Example

The invoice amount is $1000. The client wants to pay $200 through the portal. You enter a credit memo for $800 and reprint the invoice to NetClient. The invoice will display a billed amount of $1000, a credit of $800 and an amount due of $200. The client pays $200 though the NetClient portal.

Once the client makes the payment, you would need to delete the $800 credit memo and print the invoice to the NetClient again. Now the invoice will show a billed amount of $1000 and a $200 payment, which leaves an amount due of $800.

Example

The invoice amount is $1000. The client wants to pay $200 through the portal. You delete the invoice, removing it from NetClient. Create a new invoice for $200 and carry over the rest of the WIP. Save the invoice and print it to NetClient. The invoice will display an invoice amount of $200. There will be no adjustments shown on the invoice. The client pays $200 through the NetClient CS portal. 

Once the client makes the payment, you would need to create a second invoice for the remaining $800 and print that to NetClient CS.

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