Employee Users who are either Administrators or Record Type Administrators are able to enter partial payments. This option is not available to public users/applicants.
To enter in a partial payment:
- Go to the Payment Step in the record's Timeline.
- Select Cash/Check
- Click on Pay.
In the pop up that appears:
- Select Partial Amount
- Enter the amount being paid
- Select the Payment method and add a Note (optional)
- Click Pay.
The step will automatically recalculate to display the new amount due. The applicant will also be sent an email confirming the transaction.
Please note: The Payment step will remain active until the entire amount due is paid.