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:
- Company Preferences setting "Allow customers to pay their own invoices online (if payment gateway is enabled)" set to YES
- Allows the ability for your customers to pay a partial 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 is included or the Pay Online Button is enabled
- This feature is a per invoice email setting
Step-by-Step Instruction:
- Click Send on an invoice
-
Select an invoice template that includes either:
- A Pay Online link, or
- A Pay Online button
-
During the send process, locate the payment options section
- This appears directly beneath the Subject field
- Enable the option to allow partial payments
-
Choose one of the available partial payment options:
Using the “This Percentage” Option
- Select This Percentage
- Enter the desired percentage amount
Example: For an invoice total of $50.00, selecting 25% allows the customer to choose a $12.50 payment option in the online payment portal.
Using the “This Exact Amount” Option
- Select This Exact Amount
- Enter the specific dollar amount you want to allow for payment
Example: For an invoice total of $50.00, entering $25.00 allows the customer to submit that exact payment amount online.