Running partial payments for client
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Hi,
With the new billing set-up, I'm having trouble running a partial credit card payment for a client when they're on a scheduled payment plan with our practice. When I went to to charge their card yesterday on 8/31 for $50, it wouldn't allow me to do so without charging the full amount owed. How can I navigate this in the future? I know we'll all have clients with payment plans.
Thank you so much!
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Me too! I have clients who make partial cash payments and the software will not allow the entry and gives this error message: The payment amount can't be less than the selected invoice amount, minus any applied credit. To add a payment, reduce the invoice amount or increase the payment amount.
After a year I had FINALLY figured out how to get clean client accounts and you updated the system and now its a mess all over again - I cannot apply specific credit amounts to specific invoices and I cannot apply partial payments. Grrr!
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I am also having this issue. I have a client who is a minor and each parent pays a partial amount for their sessions, and I am no longer able to run two payments on the same invoice for partial amounts (it's a 40/60 split for the parents as ordered by a custody agreement). I get the following message in red when I try to type in an amount less than the invoice:
The payment amount can't be less than the selected invoice amount, minus any applied credit. To add a payment, reduce the invoice amount or increase the payment amount.
Please help with this...I am unable to collect payment for this client!
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Hi everyone,
To clarify with partial payments, they can only be applied to invoices created after the billing update went into affect in your account. Therefore, you delete can recreate any of these invoices. I recommend creating a Help Request so that our Customer Success team can look into your account for you if you need anymore assistance.
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