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How to mark a transaction as partially paid or unpaid

Oze Coach
13 August 2018 - 1 min, 42 secs read

Sometimes you sell a product or service on credit, meaning your customer doesn’t pay the entire amount of the transaction up front. Or maybe one of your vendors allows you to pay half now and half later. When this happens, it can be really hard to keep track of who owes you what amount and when (and who you owe)!

Mark a transaction as partially paid or unpaid

Follow the instructions below to mark a transaction as partially paid or unpaid :

  • Once you’re on the New Transaction screen, scroll down to “Status and Notifications.”

  • Change the Transaction Status to Partial or Unpaid. Once you’ve selected Partial or Unpaid, you will be able to enter more details about the transaction. (If you selected Unpaid, you have the option to save without entering more details. If you chose Partial, you must at least enter the Amount Paid So Far before clicking SAVE.)

  • Enter the Contact Name and Phone Number of the customer or vendor.

  • Enter the date the payment is due. (If you agreed on a due date with the customer or vendor.)

  • Enter the total Amount Paid So Far. If you’ve chosen Unpaid, you can just leave it as 0.

  • At the bottom, you will see the Remind Me option. By default, you will get a reminder the day before the payment is due. If that works for you, proceed to SAVE the transaction.

  • To change when you want to receive a reminder, click on < 1 week or Custom.

  • Click SAVE in the top right corner or bottom right corner.

How to see partially paid or unpaid transactions

Follow the instructions below to view partially paid or unpaid transactions:

  • In your OZÉ app, click on the menu in the top left corner and then click Transactions. ( ☰ ➜ Transactions )

  • Once you’re on the Transactions screen, click WAITING. The WAITING view will not only list all of your partially paid and unpaid transactions, but it will also show the total amount due to you and the total amount you owe.