Account Management


 

Make Partial Payments

Overview

This process will show you how to make a partial payment of a total amount. This process will not change the overall amount that you owe, but it will show you how to fulfill part of the overall amount. 

Instructions

  1. Search and select the user account that needs to make a payment
    user.png
  2. Select Due Soon > Make Payment
    make_payment.png
  3. Select the desired item(s)
    select_balances.png
  4. Scroll down and click Pay Selected Balance(s)
    pay_selected_balances.png
  5. Select payment method
    payment_type.png
  6. Enter payment information
    payment_info.png
    • Amount: Input partial payment amount
    • Memo: Add additional comments
    • Payer Account: Should read the user's account
    • Overpayment: Indicate if this is an overpayment
    • Note: Other information, such as credit card information, may be available, depending on the Payment Type.
  7. Click Add [TYPE] Payment
    add_payment1.png
  8. Ensure that the Total Charges match the Payments amount; edit the individual item Prices to match the Payments amount
    configure_pricing.png
  9. Select Complete Transaction
    complete_transaction3.png
  10. View Receipt
    view_receipt.png



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