Tracking partial payments clearly
Separate what is expected, what is received and what remains due.
Keep each payment
For a €900 due, a €600 payment leaves €300 outstanding. Keep the amount and payment date rather than changing the expected amount: these facts answer different questions.
Match carefully
Check the payer, reference and period before matching a transaction to a due. CSV import makes transactions easier to read, but does not replace this check and is not an automatic bank connection.
Communicate a checked balance
Check recent payments before sending a reminder. A friendly message can state the period, outstanding balance and how to contact you. Keep a record of exchanges and update tracking when new information arrives.