Understanding Partial Payment Requests
Within the payment request settings, you can choose to allow customers to make partial payments -instead of requiring the full amount upfront. To allow partial payments, go to the basic settings section in the payment request settings (payment terms).
How It Works for Customers
When partial payments are enabled, your customers will see the option to select Partial at the top of the hosted payment page, e.g.:
Customers can use the toggle bar to set the amount or manually enter an amount in the amount field to decide how much they want to pay towards the outstanding balance.
As the customer adjusts the amount, the total paid and remaining balance are automatically updated in real time, e.g.:
Once selected, they can proceed to complete the payment using their preferred payment method.
Payment Summary
Once a payment is completed, the customer will see a summary showing:
- The amount paid
- The outstanding balance
They can also choose to Download payment summary.
Most importantly, they can return to the same payment link at any time to make additional payments.
Flexibility
A partial payment set up offers full flexibility - meaning that customers can pay any amount, at any time, with no minimum or maximum limits.
Tracking Partial Payments
You can manage and review partial payment requests in the Accounts Receivable module:
- Go to the All or Partially Paid tab to see all requests with outstanding balances:
- Click on any payment to view full details, including:
- The total payment request amount
- Payments made and their amounts
- The outstanding balance
You can also process refunds for any payments made, if needed.