How to enter a Partial Payment

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:

  1. Go to the Payment Step in the record's Timeline.
  2. Select Cash/Check
  3. Click on Pay.

In the pop up that appears:

  1. Select Partial Amount
  2. Enter the amount being paid
  3. Select the Payment method and add a Note (optional)
  4. 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.

 

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