Adding part payments to an invoice

If payment for an invoice is going to be split between multiple parties, you can add these payments to the invoice, so that each one can be identified and paid separately.

To add part payments to an invoice:

Create the invoice -> How do I create an Invoice?

Select the orange Part Pay button from the options at the bottom left of the invoice screen

Select the blue Add Payment button at the bottom of the 'Part Payments' page

Choose an option from the 'Payable by' dropdown. The client, Next of Kin contact and any linked Third Parties will appear in this dropdown:



Add the amount that the named party is due to pay. The default amount will be the invoice total, or the outstanding balance if any other part payments have already been added

Leave the 'Payment Date' and 'Payment Type' fields blank (unless it has been pre-paid or you are taking payment at the time of adding)

Add any required comments and and select Save

Repeat steps 3-6 to add another payor

Any part payments you add will be displayed at the bottom of the 'Part Payments' screen:



and also on the saved invoice:



To complete a part payment, in the 'Part Payments' screen, click on the 3 dots that appear at the end of the row and choose Edit from the menu.

You will also find options for deleting and emailing the payment in the three dot menu. If you are using an integrated payment provider (Square or Stripe), you will also see an option to take payment via the provider.

Complete the Payment Date and Type and click Save. The payment status will then be updated:

Updated on: 12/07/2024