Previous Step: Process Transactions Through the Catalog
This process will show you how to make a partial payment towards a balance that is due soon. The remaining balance will still be owed on the Account. This process is for internal staff only, public Users will have to pay the full amount due unless invoiced for a lesser amount or if a payment plan was applied.
Video Instruction
Please watch the video to learn about Partial Payments. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Alternate Payer.
When to Use
Some example uses of Partial Payments can include:
Users who have worked out an agreement to pay a balance later
Users with large balances that want to pay a portion of it
How to Apply
While learning how to utilize Partial Payments, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.
Please complete the following:
Practice adding a balance to a user account and making a partial payment towards the full amount.
Additional Resources
Here are helpful articles about Partial Payments for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Next Step: Alternate Payer