Loading...
Accept partial payments, track outstanding balances, and help customers pay large invoices over time.
Partial payments improve cash flow and customer relationships by making large invoices more manageable.
Toolfy automatically handles partial payments with no extra setup:
For cash, check, or bank transfer payments, you need to manually record the payment in Toolfy.
Go to Invoices → Find the invoice → Click to open details.
Look for the green "Record Payment" button on the invoice page.
Fill in the payment information:
Click "Record Payment" to save. The invoice balance and status will update automatically.
Add notes to each payment (like "Cash payment after job completion" or "Check #1234") to help track payment methods for your bookkeeping.
For large invoices, you can work with customers to create informal payment plans. While Toolfy doesn't enforce payment schedules, you can track agreed payment plans.
On each invoice page, you can see:
Your dashboard shows:
Every payment is recorded with:
Always acknowledge partial payments positively:
Scenario: £2,000 bathroom renovation
Approach: Request 50% deposit (£1,000) to order materials, balance on completion
Benefits: Covers material costs, reduces business risk, customer commits to project
Scenario: Customer's card has £500 limit, invoice is £800
Solution: Accept £500 now, £300 when customer's limit resets
Alternative: Customer uses different card or bank transfer for remainder
Scenario: Business customer needs to spread payments across quarters
Approach: Work with their payment schedule, maintain relationship
Benefit: Keeps good customer happy, ensures payment eventually comes
Scenario: Kitchen renovation over 3 weeks
Payment Plan: 33% at start, 33% at midpoint, 34% on completion
Advantage: Payment matches project progress, easier for customer