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Previously, End Users or Customers could only accept full payments through the Invoices, there was no provision of partial payment for the end customer. With this new feature, Business Users can now set a minimum percentage of the total Invoice Amount to be collected from the end customer.
More Tutorials from the Community (image 1 of 4)What this shows Previously, End Users or Customers could only accept full payments through the Invoices, there was no provision of partial payment for the…What this showsIllustrates the "More Tutorials from the Community" section of "How to Use Partial Payment for Invoices".This screenshot appears in the "More Tutorials from the Community" section of "How to Use Partial Payment for Invoices". The text alongside this image reads: Previously, End Users or Customers could only accept full payments through the Invoices, there was no provision of partial payment for the end customer. With this new feature, Business Users can now set a minimum percentage of the total Invoice Amount to be collected from the end customer. Immediately after, the guide continues: The customer can pay any amount that is equal to or greater than the percentage amount specified from the Invoicing Dashboard of the subaccount.Image 1 of 4What this coversPreviously, End Users or Customers could only accept full payments through the Invoices, there was no provision of partial payment for the end customer. With this new feature, Business Users can now set a minimum percentage of the total Invoice Amount to be collected from the end customer.Next stepThe customer can pay any amount that is equal to or greater than the percentage amount specified from the Invoicing Dashboard of the subaccount.All 5 steps in this procedure
Ensure that a payment gateway (Stripe / Authorize.net / NMI) is integrated.
Go to Payments -> Invoices -> Invoices Settings.
From this page menu click on Payment Settings and enable the Partial Payments Toggle
Add a percentage in the input field (Percentage is calculated based on the total amount of the invoice amount to be paid).
Click on "Save." and Voila you now have Partial Payments Enabled!
More Tutorials from the Community (image 2 of 4)What this shows Previously, End Users or Customers could only accept full payments through the Invoices, there was no provision of partial payment for the…What this showsIllustrates the "More Tutorials from the Community" section of "How to Use Partial Payment for Invoices".This screenshot appears in the "More Tutorials from the Community" section of "How to Use Partial Payment for Invoices". The text alongside this image reads: Previously, End Users or Customers could only accept full payments through the Invoices, there was no provision of partial payment for the end customer. With this new feature, Business Users can now set a minimum percentage of the total Invoice Amount to be collected from the end customer. Immediately after, the guide continues: The customer can pay any amount that is equal to or greater than the percentage amount specified from the Invoicing Dashboard of the subaccount.Image 2 of 4What this coversPreviously, End Users or Customers could only accept full payments through the Invoices, there was no provision of partial payment for the end customer. With this new feature, Business Users can now set a minimum percentage of the total Invoice Amount to be collected from the end customer.Next stepThe customer can pay any amount that is equal to or greater than the percentage amount specified from the Invoicing Dashboard of the subaccount.All 5 steps in this procedure
Ensure that a payment gateway (Stripe / Authorize.net / NMI) is integrated.
Go to Payments -> Invoices -> Invoices Settings.
From this page menu click on Payment Settings and enable the Partial Payments Toggle
Add a percentage in the input field (Percentage is calculated based on the total amount of the invoice amount to be paid).
Click on "Save." and Voila you now have Partial Payments Enabled!
The customer can pay any amount that is equal to or greater than the percentage amount specified from the Invoicing Dashboard of the subaccount .
More Tutorials from the Community (image 3 of 4)What this shows The customer can pay any amount that is equal to or greater than the percentage amount specified from the Invoicing Dashboard of the subaccount.What this showsIllustrates the "More Tutorials from the Community" section of "How to Use Partial Payment for Invoices".This screenshot appears in the "More Tutorials from the Community" section of "How to Use Partial Payment for Invoices". The text alongside this image reads: The customer can pay any amount that is equal to or greater than the percentage amount specified from the Invoicing Dashboard of the subaccount. Immediately after, the guide continues: Feature available for both one-time and recurring invoices.Image 3 of 4What this coversThe customer can pay any amount that is equal to or greater than the percentage amount specified from the Invoicing Dashboard of the subaccount.Next stepFeature available for both one-time and recurring invoices.All 5 steps in this procedure
Ensure that a payment gateway (Stripe / Authorize.net / NMI) is integrated.
Go to Payments -> Invoices -> Invoices Settings.
From this page menu click on Payment Settings and enable the Partial Payments Toggle
Add a percentage in the input field (Percentage is calculated based on the total amount of the invoice amount to be paid).
Click on "Save." and Voila you now have Partial Payments Enabled!
More Tutorials from the Community (image 4 of 4)What this shows The customer can pay any amount that is equal to or greater than the percentage amount specified from the Invoicing Dashboard of the subaccount.What this showsIllustrates the "More Tutorials from the Community" section of "How to Use Partial Payment for Invoices".This screenshot appears in the "More Tutorials from the Community" section of "How to Use Partial Payment for Invoices". The text alongside this image reads: The customer can pay any amount that is equal to or greater than the percentage amount specified from the Invoicing Dashboard of the subaccount. Immediately after, the guide continues: Feature available for both one-time and recurring invoices.Image 4 of 4What this coversThe customer can pay any amount that is equal to or greater than the percentage amount specified from the Invoicing Dashboard of the subaccount.Next stepFeature available for both one-time and recurring invoices.All 5 steps in this procedure
Ensure that a payment gateway (Stripe / Authorize.net / NMI) is integrated.
Go to Payments -> Invoices -> Invoices Settings.
From this page menu click on Payment Settings and enable the Partial Payments Toggle
Add a percentage in the input field (Percentage is calculated based on the total amount of the invoice amount to be paid).
Click on "Save." and Voila you now have Partial Payments Enabled!
Feature available for both one-time and recurring invoices.
Why This Feature?
This feature empowers business owners with more control over the payment plans for their customers as well as helps them to capture more payments from their potential clients/customers.
Note:
For recurring invoices the partial payment as a feature is available for invoices that have autopayment disabled. In case of autopayment enabled and customer card it will have the option for partial payment for the first invoice but for the subsequent one's it would autodraft the full amount.
Summary
This feature introduces partial payments for end customers by allowing businesses to set minimum percentages for invoice payments, empowering them with greater flexibility and control over payment plans, ultimately enhancing client payment capture rates.
How to Use?
Ensure that a payment gateway (Stripe / Authorize.net / NMI) is integrated.
Go to Payments -> Invoices -> Invoices Settings.
From this page menu click on Payment Settings and enable the Partial Payments Toggle
Add a percentage in the input field (Percentage is calculated based on the total amount of the invoice amount to be paid).
Click on "Save." and Voila you now have Partial Payments Enabled !
