Accept Partial payments

Use separate Payment Requests when a customer pays a Sales Invoice or Sales Order in installments.

Request an installment

First complete a one-time test payment. Agree the installment amount with the customer and confirm the current outstanding amount before creating each request.

1. Open the submitted Sales Invoice or Sales Order.
2. Create a Payment Request.
3. Enter the amount to collect for this installment.
4. Select the Stripe Payment Gateway Account.
5. Save and submit the Payment Request.
6. Send its Payment URL to the customer.

Collecting an installment through Stripe

What ERPNext records

For each successful installment, ERPNext creates a separate submitted Payment Entry for the amount charged. A Sales Invoice remains Partly Paid while it has an outstanding balance.

To collect another installment, create another Payment Request for the remaining amount. Do not reuse a paid Payment Request.

Verify the installment

1. Confirm that the new Payment Entry contains the installment amount.
2. Confirm that it is allocated to the correct Sales Invoice or Sales Order.
3. For a Sales Invoice, confirm that the outstanding amount decreased by the payment amount.
4. Check the Stripe Webhook Log if the balance did not update.

Expected result

Each Stripe charge has its own Payment Entry, and the reference document shows the total amount collected through all submitted Payment Entries.

Troubleshooting

• If the outstanding amount does not decrease, confirm that the Payment Entry is submitted and allocated to the correct reference document.
• If an earlier Payment Request is already paid, create a new Payment Request for the remaining amount instead of reusing it.
• If the installment exceeds the current outstanding amount, cancel or amend the request before sending its link to the customer.