Partial Payment Invoice Template organizes your request for the satisfaction of a previously arranged bill that is ultimately broken up into several invoices. Use the fields on this page to present information that will give the means to track this request so that the records on a Client’s payment (i.e. layaway), name the Parties concerned with the payment, and what that payment is. You may also include as much additional information as required. Keep in mind, that it is generally recommended to keep a record of all correspondence (including a partial payment invoice) so make certain you keep a file of the completed hardcopy inhouse.
How to Write in PDF and MS Word
Download: Adobe PDF & Microsoft Word (.docx)
1 – Acquire The Partial Payment Invoice
Save the partial payment invoice on this page as a “PDF” or “Word” file with the buttons displayed.
2 – Identify The Vendor Or Business Sending This Document
The Vendor requiring partial payment for its merchandise or services should identify itself in the first field of this page. 
The first blank line on this page will carry the text label “Name” and refers to the individual sending this document. Input your full “Name” on this line. 
The business address the Vendor uses must be presented to the “Street Address,” “City, State, Country,” and “ZIP Code” lines in the header. The last section of the header requests the “Phone” number and “E-Mail” address you prefer the Recipient to use if contacting you in this way.
3 – Begin The Invoice Process With Some Reference Information
This paperwork will be expected to have an identifier that may be utilized by anyone wishing to discuss it. This will usually be the “Invoice #” that is assigned to the transaction we currently being engaged in. Furnish this to the first blank space in the shaded area of the header The first calendar day when this invoice apples will need to be recorded on the second blank space in this area. This will be used as a starting point of this document’s effect.
4 – Continue This Document With The Payer’s Identity
The next available area in this section will need to make a presentation of the Customer or Client. First, input his or her “Name” on the first blank space 
The address where the Customer’s mail must be received should be included in this area on the lines using the appropriately labeled lines.
5 – Display The Invoice Charges To The Client
A partial payment invoice table has been produced to the body of this page where a brief report on why the partial payment is owed can be input to the area below the “Description” title in the first column. 
The next column headed with the word “Amount” requires you report how much each service or product listed in the “Description” column costs. Produce this number accordingly.
Add all the numbers in the above box to one sum. This total should be placed in the “Subtotal” box
The “Tax” required with the Client payment for the base charges above should be documented in the next box.
The “Subtotal” and the “Tax” amounts produced above should be added to each other. This “Total” is required in the final box of the column as the partial payment amount owed. The sentence at the bottom of this page will give the Customer or Client a time limit to submit a payment on time. Record it in “…Days” by placing the number on the blank line provided. 
If any topics required to complete this invoice have not been reported then you may address this on the blank line after the words “Comments And Special Instructions”
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
1 – Dispense A Partial Payment Invoice On This Page To Your Client
To send an invoice requesting partial payment using Excel, locate then select the text link above (after the word “Download”).
2 – Produce A Reliable Identifier For This Paperwork
Once this document is open, locate cell F4. Look up the invoice number that has been assigned to this Client transaction in this field. It will also be important that you review cell H4. If the current day is the “Date” you wish used for this invoice, then proceed without editing this cell. If you wish, input whatever calendar “Date” you wish applied in cell H4. 
3 – Name The Vendor Requiring Partial Payment And The Intended Payer
After identifying this document, our next task will be to produce the Vendor information. This is the entity sending this invoice with the intention of collecting a partial payment that is due. Thus, if the Vendor has a banner or logo associated with its business, import it to cell A1. The image you imported should be coupled with the Vendor’s legal name (including suffixes) in cell A2. Cell A3, containing the bracketed text “[Name],” refers to the Agent or Vendor Representative responsible for corresponding with the Recipient regarding this paperwork. Cell A4 (“[Street Address]),” A5 (“[City, State, Country]”) and A6 (“[ZIP Code]”) should be supplied with the Vendor’s mailing address. Now, we will conclude this section with the E-Mail address the Vendor wishes used for contact in cell A7 and its business line in cell A8 (“[Phone]”).
Follow the A column down to cell A11 then input fill in the “[Name]” field with that of the Client being billed for a partial payment. When you have completed reporting this identity, utilize the three cells below this as a place to present the mailing address of this Party.
4 – The Description Table Must Be Populated With The Transaction Specifics
The partial payments required of the Client can be broken down if desired. If not, then a brief report on what is being paid for will suffice for this section. Locate the Client’s records you will work with then summarize the services or merchandise on the payment plan in cell A17 
In the cell adjacent to this, you will have to record the price of the services or merchandise. Keep in mind, that since this invoice is for a partial payment, you should list exactly what is owed for these items in terms of the current document. Enter this dollar value in “Amount” (H17). As we follow the H column down to the next cell, H18, a new request will be made in pricing the merchandise/services being discussed. If you listed more than one item in the above cell, add them, then produce the total in “Subtotal” (H18). If only one value was entered above, then re-enter it to this cell. You are required to record any taxes that must be added separately. List the “Tax” in cell H19. H21 will require the full “Amount” the Client must pay for this invoice. You will have to add cell H18 and H19 to this end then place it in cell H20 (“Total”)
Now, in many cases a partial payment will have a deadline. Such a deadline cannot be applied to this invoice unless it is reported so that the Client is properly informed. Thus, substitute the brackets, “[#]” in cell H21 with the number of “…Days” making up this deadline (from this invoice’s delivery date).
You have the option of including additional “Comments And Special Instructions” in cell H22.
