Managing Partial Payments

At times, your members may wish to "cherry pick" the items they are paying for on an invoice, and make a partial payment. When a partial payment is made, it will be applied from largest line item to smallest. If several items on the invoice are the same price the system will apply the payment in the order the items are displayed on the invoice. If partial payments are enabled the contact can pay more OR less on an invoice. If disabled, the contact must pay the exact amount on the invoice. 

Realtors! It is not recommended that you enable partial payments. This will have negative impact on you receiving full payment for NAR or State dues.

Allow Contact to make Partial Payments

If you do not wish to allow partial payments:

1. Click Setup in the left-hand navigation panel.
2. Click General Settings in the Finance section.

   

3. In the Invoice Editing section, select the Allow Partial Payments check-box.
4. Click Done.

Prevent Members from making partial payments

If you do not wish to allow partial payments:

1. Click Setup in the left-hand navigation panel.
2. Click General Settings in the Finance section.

   

3. In the Invoice Editing section, deselect the Allow Partial Payments check-box.
4. Click Done.