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 open the job.
2. Tap Get paid, then choose Cash or check.
3. Enter the amount received, any amount less than the total balance.
4. Select the payment method (Cash, Check, Venmo, Zelle, Cash App, Square, Stripe, or Other). Pick Stripe if you ran the card somewhere other than KeyBolt.
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 Partial.
• The remaining balance is displayed prominently on the invoice detail and in your invoice list.
• KeyBolt does not chase the customer for you. To ask for the rest, open the bill and resend it, or tick it on the Aging tab in Reports and tap Send Reminder. See Chasing Unpaid Invoices.
• The customer's payment link still asks for the original total. KeyBolt does not rebuild the online bill when you record a payment by hand, so collect the rest yourself: cash, check, or a card taken on a reader or with Tap to Pay, which both charge only what is still owed. You cannot void a bill that already has a payment on it.

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.

A Payment Entered by Mistake

Use Remove on an eligible manual payment in Payment History, then check the balance before recording a replacement. A real provider charge needs a refund through the provider. See Remove a Payment Recorded by Mistake.

Taking the Remaining Balance by Typed Card

Stripe shops can also use Type in card in the web Get paid sheet for the remaining balance. Check it before charging. This does not rebuild an old customer payment link. See Type In a Customer's Card.

Last reviewed October 12, 2026.