Capturing a part payment on your quote, job card, or invoice involves a few simple steps. Follow these instructions to process a partial payment.
Steps to Capture a Part Payment:
Initiate Part Payment:
On your quote, job card, or invoice, click on the "Create Part Payment" button.
Enter Payment Amount:
A field will appear where you can enter the amount you wish to pay.
Input the desired payment amount.
Submit Part Payment:
Click on the "Submit" button.
The part payment will be invoiced immediately.
Mark as Paid:
After the payment has been processed, you can click on the "Paid" button to indicate the payment has been completed.
The column will then show that it’s been paid.
View and Edit Invoice:
To view the part payment, click on the "View Invoice" button.
You also have the option to edit the line item description as needed.
Your part payment is now captured and reflected in the invoice.
Additional Resources:
For more information on managing payments, refer to the "Payment Management FAQ".