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Running partial payments for client

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4 comments

  • Paige Majko

    YES! I am having the same issue. Parents splitting payment and I am unable to do this with new billing system. 

    Please Advice

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  • Deborah Posner

    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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  • Kristin Mastro

    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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  • Sara

    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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