Making Partial Payments to an Invoice

To make a partial payment to an invoice:

  1. Select Module > Invoices > Outstanding Invoices (All).  
  2. Find and select the appropriate invoice from the Invoice list.
  3. The Payment for Invoice screen opens.  Enter the appropriate payment information (i.e. payment type, amount, etc.).  Note:  by default the Payment Amount field will show the entire amount owed for the invoice.  Be certain to enter the correct amount before continuing with step 4 (e.g. if $1000.00 is owed on the invoice but only $800.00 was paid, you must change the amount to $800.00).
  4. Click the OK/Close button.  
  5. The system will now ask how you want to distribute the payment.  Click the Specify button.

  • Proportional - applies percentage of payment to each registration (e.g. 40% of total due is assessed to one registration, so 40% of payment is applied to that registration).  
  • Equally - applies an equal amount to each registration.
  • Specify - allows you to determine how much to apply to each registration. When you select this option, the  Payment Distribution screen opens.  Enter the amount you want to apply to each registration in the To Pay field.  Then click the Apply button to save the payments and return to the Payment screen.  

  1. Click the OK (close) button to close the Payment screen.

 

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