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Record a partial payment and settle a discounted bill

General Last change: 2026-10-11

Use complete.ca. Business email has a 6 EUR monthly bill. Record 2 EUR, then settle with another 3 EUR and an agreed 1 EUR discount.

Open Records ↗

These guides use fictional practice data and generic EUR amounts. The screenshots show the October 2026 interface. Adapt example dates and planning periods if practicing later. Recording bills and payments does not transfer money.

Before you start

Download complete.ca below, then use File → Open → Computer → Choose .ca file. Work in the separate practice Catalog; save any existing work first.

Code is optional. Use it only if a short reference helps you; you can leave it blank. Number formats can vary with settings.

Online saving requires your usual signed-in account and edit access. Keep computer-only practice by exporting the complete Catalog.

Open Everyday budget

In Budget / Estimate, open Everyday budget and choose This month. The demonstration month is October 2026.

Open Everyday budget — In Budget / Estimate, open Everyday budget and choose This month. The demonstration month is October 2026.

Expand Bills and payment status

Find Business email, due 8 October.

Expand Bills and payment status — Find Business email, due 8 October.

Open the bill’s payments

Choose Record / review on the Business email row.

Open the bill’s payments — Choose Record / review on the Business email row.

Enter the payment date

Set Payment date to 9 October 2026.

Enter the payment date — Set Payment date to 9 October 2026.

Enter the first amount

Type 2. Leave This settles this bill unchecked.

Enter the first amount — Type 2. Leave This settles this bill unchecked.

Record the partial payment

Choose Record payment. History retains the entry and 4 EUR remains.

Record the partial payment — Choose Record payment. History retains the entry and 4 EUR remains.

Return to the bill list

Choose Done. The bill is Part-paid.

Return to the bill list — Choose Done. The bill is Part-paid.

Enter the final payment

Open Record / review again and type 3 as the amount paid. Use the actual payment date.

Enter the final payment — Open Record / review again and type 3 as the amount paid. Use the actual payment date.

Confirm the agreed settlement

Check This settles this bill only because the supplier agreed no further payment is owed.

Confirm the agreed settlement — Check This settles this bill only because the supplier agreed no further payment is owed.

Explain the reduction

Enter Agreed 1 EUR discount in Payment note.

Explain the reduction — Enter Agreed 1 EUR discount in Payment note.

Record the final payment

Choose Record payment. Both entries stay in the history.

Record the final payment — Choose Record payment. Both entries stay in the history.

Check the result

Choose Done. The bill is Paid with 5 EUR paid against 6 EUR billed and nothing left.

Check the result — Choose Done. The bill is Paid with 5 EUR paid against 6 EUR billed and nothing left.

Save Catalog

Keep the payment history online with File → Save Catalog, or export the complete practice file from All Records.

Save Catalog — Keep the payment history online with File → Save Catalog, or export the complete practice file from All Records.
Practice Catalog: complete.caFictional EUR practice data. Open in Records from File → Open → Computer.

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