Best Suited for:
- Back Office administrators
- Back Office users participating in financial management activities
- Users that process credit card and or ACH payments through Service Fusion (Service Fusion Payments or non-fully integrated payment processing)
Important Information:
- Allows the ability for your customers to pay only a specific amount rather than the full amount of the invoice
- This option will only be available within the Email Communication Template if the Pay Online Link or Button is enabled.
- This feature is a per invoice setting
Process Description:
When using a template that utilizes the pay online link, or the pay online button, the system will present the option to pay a partial payment to the customer. The option to allow for a partial payment will be located directly beneath the subject field:
If no action is taken, the default (no check in the checkmark box) is to only accept a full payment when paid via the online link/button. Per expectation, the online payment portal will appear like this when no action is taken regarding these controls. We can see that reflected in the "Total to be Charged" field:
If no action is taken, the default (no check in the checkmark box) is to only accept a full payment when paid via the online link/button. Per expectation, the online payment portal will appear like this when no action is taken regarding these controls. We can see that reflected in the "Total to be Charged" field:
The two options that are available, in addition to the invoice total due are : this percentage and this exact amount:
As an example of how the online payment portal changes to allow these options for your customers, assuming a $50.00 invoice total due, with the option selected of this percentage at 25%, would result in the payment portal allowing these selections:
If we were to utilize the this exact amount option, using the same $50.00 invoice total due and $25.00 for the exact amount, the online payment portal would reflect the following:
Please note that there is a prerequisite to include the PayOnlineLink invoice email communication template for these functions to be available.