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
    CivicRec_SearchSelectUser.png
  2. Click Due Soon
    Due_soon.png
  3. Select Make Payment
    Make_Payment.png
  4. Apply filters
    Filters.png
    • Note: Since these items are due soon, they may not appear in the default view. Apply filters to view your items.
    • Filter by Receipt #: Enter receipt number
    • Filter By Permit #: Enter permit number
    • Due Date From/Due Date To: Enter a timeframe to view due date results
    • Event Date From/Event Date To: Enter a timeframe to view event results
  5. Click Apply Filters
    Apply_Filters.png
  6. Select the desired item(s)
    Select_items.png
  7. Scroll down and click Pay Selected Balance(s)
    Pay_selected_balances.png
  8. Select payment method
    Select_payment_method.png
  9. 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.
  10. Click Add [TYPE] Payment
    Add_payment.png
  11. Ensure that the Total Charges match the Payments amount; edit the individual item Prices to match the Payments amount
    Payments.png
  12. Select Complete Transaction
    Complete_transaction.png
  13. View Receipt
    View_receipt.png



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