Record Partial Payments

When Customers Pay in Installments

Not every customer pays the full balance at once. A property manager might pay half now and half on completion of a larger job, or a homeowner might need to split a big rekey across two paychecks. KeyBolt supports partial payments so you can track exactly what's been paid and what's still owed.

Recording a Partial Payment

1. Open the invoice from the Invoices tab or the job detail page.
2. Tap "Record Payment".
3. Enter the amount received — any amount less than the total balance.
4. Select the payment method (card, cash, check, or other).
5. Add an optional note (e.g., "First installment — remaining due on completion").
6. Tap "Record".

What Happens to the Invoice

After a partial payment is recorded:

• The invoice status changes to Partially Paid.
• The remaining balance is displayed prominently on the invoice detail and in your invoice list.
• Automated reminders continue for the outstanding balance — the customer will be reminded about what they still owe, not the original total.
• The payment link on the Stripe-hosted page updates to show only the remaining amount.

Viewing Payment History

Every invoice has a Payment History section at the bottom of its detail page. This shows each payment recorded: date, amount, method, and any notes. You can see the full timeline from sent to fully paid — useful when a customer disputes a balance or you need to share records with your accountant.