A client pays part of the invoice
Interesting Concepts LLC · DueSparrow

After a partial payment, the next message should start from what remains. Keep the receipt and the conversation together so the client is not asked for an amount they have already paid.

[ ] Verify the receipt and its invoice allocation.
[ ] Check that the payment is not already in the opening balance.
[ ] Save the dated receipt and reconcile the remainder.
[ ] Review promises or disputes before drafting.
[ ] Record the message only after you send it.

Working notes:

Prepared as a blank checklist. Your checked items and working notes stay with your copy.