The part payment feature allows you to split an invoice when a customer pays an amount that does not match one or multiple invoices.


The system will split the selected record into 2 parts, allowing you to reconcile the payment against multiple invoices and leaving a balance on the split invoice.


Guide

  1. Navigate to Contacts\Payments
  2. Tick the invoices you want to pay
  3. Highlight the invoice you want to split
  4. Click the part payment option
  5. Enter the amount the customer is paying
  6. Click OK
  7. The system will now split the invoice and take you back to the payments screen where you can confirm the allocated amount, payment method and date before clicking Save


Examples


One Invoice

Customer wants to partially pay an invoice.

  1. Tick the invoice the want to part pay
  2. Click Part Payment
  3. Enter the amount they are paying
  4. Click OK
  5. Choose payment method
  6. Click Save


Multiple Invoices

Customer has paid a lump sum for multiple invoices

  1. Tick the invoices you want to pay starting from the oldest invoice until you reach the greater than payment amount
  2. Highlight the invoice you want to split
  3. Click the part payment option and enter the amount the customer is paying
  4. EVOPOS will confirm to say which invoice it is splitting and by how much
  5. The invoice is then split and the allocated amount will be updated to the same amount the customer is paying, leaving the balance of the split invoice.
  6. Then confirm the payment by choosing the payment method and clicking Save
  7. This just then leave the balance of the split invoice owing on the customers account 



Troubleshooting

Split Amount Warning

If the amount the system needs to split by is greater then the amount due on the invoice, there is a warning. We recommend choosing a different invoice if possible, however this is not always the case and the system can still let you split an invoice which is less than the split amount.


Example

Customers is owing 120 and wants to pay off 100

Since the 10.00 invoice is highlighted this is the invoice that will be split.

The warning is shown as you are trying to split a 10.00 invoice by 20.00.

Click No and highlight a different invoice that is greater the 20.00

The system can now split the 60.00 invoice by 20.00

Allowing you to take the 100.00 payment