This guide explains:
What partial payments are
How to configure partial payments
How customers make a partial payment
How to track partial payments
Overview of partial payments
Partial payments allow your customers to pay part of an invoice or payment request when paying On Demand.
When partial payments are enabled:
Customers can choose how much they want to pay.
You can set a minimum payment amount.
Customers can make multiple payments until the balance is fully paid.
Partial payments are configured as a skill on each customer agent. Once enabled on an agent, the option becomes available to every customer assigned to that agent, across their invoices and payment requests. Customers on a different agent won’t see it until you enable it there too, or you can switch it on or off for one customer individually.
Configure partial payments
You can turn partial payments on from Customer agents.
Go to Customer agents.
Select the agent you want to update.
Under Skills, find Partial payments and turn it on.
Set a minimum amount, the smallest value a customer can pay when making a partial payment.
This applies to every customer assigned to that agent, across their invoices and payment requests. If you run more than one agent, repeat this for each agent you’d like it enabled on.
You can also switch partial payments on or off for a single customer, without changing their agent, from the Customer agent panel on their record in the Customers tab.
See: How to get paid with customer agents for more on how agents and skills work together.
How customers make a partial payment
Once partial payments are enabled, customers will see the option when paying On Demand invoices and payment requests.
On the payment page:
The customer selects the edit icon next to the amount due.
They enter the amount they want to pay.
The amount must be equal to or above the minimum you’ve set in your settings.
If the outstanding balance is already below the minimum, the amount cannot be edited.
The customer then completes the payment as normal.
After payment:
They receive confirmation of the payment.
They’ll see the remaining balance still due.
If you’re using payment reminders, reminders will continue to be sent until the invoice or payment request is fully paid.
Track partial payments
When a customer makes a partial payment:
The payment is applied to the invoice or payment request.
The outstanding balance is reduced.
The payment appears in the activity log.
Accounting integrations
If you’re using Adfin with Xero or QuickBooks, partial payments are synced automatically in the same way as standard payments.
For invoices, this means the outstanding balance in your accounting software is reduced accordingly.
Payouts
Partial payments are included in payouts in the same way as full payments.
You can view them in the Transactions dashboard, where they’re clearly marked as partial payments.