How to Accept Partial Payments

FINSYNC's payments platform allows you to accept partial payments from your customers when sending an invoice or requesting payment.

 

Note:

Using the Partial Payment Option when Sending an Invoice or Receiving a Payment

Follow the steps outlined below to provide the option for partial payments when sending each invoice or request for payment:


1. Click on Payments located in the top menu. 

2. Within the Payments In section, click on the Receive Payment button to initiate a request for payment or hover over arrow to the right and click New Invoice

3. Select the option to enable Accept Partial Payments for this payment.

When using Receive Payment, you will see a checkbox that can be selected to enable Accept Partial Payments for this payment.

When using an Invoice, you will see a checkbox that can be selected to enable Accept Partial Payments for this invoice. 

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Reminder: You can enable the ability to Accept Partial Payments on all invoices and payments received. Click here or see the next section below for the steps to enable this setting.

 

4. When your customer receives the payment request/invoice, they will have the option to submit the payment in full or they can enter in a partial amount into the blank box labeled Other and then proceed to submit the payment.

Enabling Partial Payments for All Invoices & Payments Received

Follow the steps below if you would like to offer the ability to accept partial payments by default for all invoices and payment requests: 

1. Click on the Company Profile Icon in the top right corner of your screen. 

2. Select Account Settings from the menu. 

3. Click on Income in the left-hand column to open up the Income Settings Page

4. Click the check box next to Accept Partial Payments (located underneath the Accept Payments banner) to enable partial payments to be submitted by default for invoices and payments. 

5. Click on the green Save Changes button on the bottom of the page.