Admins need the ability to accept a partial payment on an invoice, use back dated dates etcnt on a scheduled payment. | Voters

Admins need the ability to accept a partial payment on an invoice, use back dated dates etcnt on a scheduled payment.

Jenni Wallace

I have a client that has an invoice for over $20K, I set them up on 4 installment payments, with different amounts due each time. He has paid 2 of the 4 installments. The installments are coming in later than the scheduled date. The check he mailed me (yes, we have high end clients that still mail us checks), is for payment #3 but the dollar amount on the check is for payment #4. I can not accept the payment in the system no matter what I do. I did change the setting that says a customer can even pay less than the amount due, but it doesn't allow me to edit the payment field. Here are all the ways I've tried and failed:-(

Edit the invoice so that the amount due on payment 3 matches the check received. Can't save the invoice since the due date of the payment is past due. Won't allow a "back dated" date. This is an issue in so many cases by itself. An admin needs the ability to back date dates. See screen shot
I changed the settings so that the customer can make a partial payment. It still won't let me edit the amount of payment #3. See screen shot
I tried to accept payment #4 instead and it won't let me take a payment out of order.
I tried to find a way to just accept a payment on account, not possible.
If I accept the payment in QB it won't sync back to GHL to show a credit on the account. Invoice will forever be wrong.

The only option I can find is to update the payment dates to be "current dates" but then I lose the information about how past due this account is. I really don't want to do that.

The system is built without the admin having the ability to apply real world conditions to the invoice payment process. I could do this no problem in Shopify or in Quickbooks (POS or Desktop).

January 13, 2026

Shanna Raper

What a headache! I hope the Q1 update to customizing invoices addresses this. Admins should not have their hands tied like this. I've hit so many roadblocks with the payments module. We're having to manually create invoices until we can customize line items with automations. But we still can't control what time of day the reminder notifications go out. Midnight. Really? The whole setup is frustrating.