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Partial Payments for Bill Pay

Jenny Vaughn
Updated

This feature allows you to pay a portion of an invoice through our Bill Pay feature. (Some people call this short paying.) If you use Quickbooks or Intacct as your accounting system, this feature is enabled automatically and available for you. At this time, this feature is not supported for other accounting systems. 

Video Overview:

 

Steps for Creating a Partial Payment

1. Click on Bill Pay > Invoices

Click on Bill Pay > Invoices

 

2. Select the invoice you want to pay using the checkbox on the left.

Select the invoice you want to pay using the checkbox on the left.

 

3. Click on the icon to edit the amount you want to pay.

Click on the icon to edit the amount you want to pay.

 

4. Chose to "partial pay" and enter the desired amount to pay.

Chose to "partial pay" and enter the desired amount to pay.

 

5. Click to SAVE

Click to SAVE

 

You will now see a new status: Partially Paid. You will see the balance that is remaining on the invoice under the "Balance" column. 

partialPayments.png

Continue the normal process to confirm any additional payments you want to make. You can repeat this multiple times for any invoice if you want to split it into more than two payments.