The Goal: Decide whether members can pay more or less than the exact invoice total by enabling or disabling partial payments in your billing settings.
Before You Begin:
- You need staff access to your billing settings at Finance > Administrative > Billing Settings.
- Understand how partial payments are applied: when a partial payment is made, it is applied from largest line item to smallest. If several items on the invoice are the same price, the system applies the payment in the order the items are displayed on the invoice. When partial payments are enabled, the contact can pay more or less on an invoice; when disabled, the contact must pay the exact amount on the invoice.
- Realtors: it is not recommended that you enable partial payments. This will have a negative impact on you receiving full payment for NAR or State dues.
Step-by-Step Instructions
Allow contacts to make partial payments
If you wish to allow partial payments:
- Go to Finance, Administrative section, click Billing Settings and select General Billing Settings.
- In the Invoice Editing section, select the Allow Partial Payments check-box.
- Click Done.
Prevent members from making partial payments
If you do not wish to allow partial payments:
- Go to Finance, Administrative section, click Billing Settings and select General Billing Settings.
- In the Invoice Editing section, deselect the Allow Partial Payments check-box.
- Click Done.
Common Pitfalls
- Enabling partial payments for dues-based associations: Realtor boards should leave partial payments disabled, otherwise members can underpay NAR or State dues, jeopardizing full collection.