Make Partial Payments

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.

Important Note:

This process is for internal staff only; public will have to pay the full amount due unless invoiced for a lesser amount or if a payment plan was applied.

Instructions

1. Search and select the user account that needs to make a payment

2. Click Due Soon

3. Select Make Payment

4. Configure the filters

   Note: Since these items are due soon, they may not appear in the default view. Apply filters to view your items.

   • Filter by Receipt #: Enter the receipt number

   • Filter By Permit #: Enter permit number

   • Due Date From/Due Date To: Enter a timeframe to view due date results

   • Event Date From/Event Date To: Enter a timeframe to view event results

5. Click Apply Filters

6. Select the desired item(s)

7. Click Pay Selected Balance(s)

8. Respond to any Prompts or Waivers (will vary based on setup)

9. Change the amount in the Price box for the line item

   Note: The remaining balance after adjusting the Price above will still be owed on the account.

10. Under Add Payment, select a payment method

11. Enter the payment information

    • Amount: Input partial payment amount

    • Memo: Add additional comments

    • Payer Account: Should read the user's account

    • Overpayment: Indicate if this is an overpayment

      Note: Other information, such as credit card information, may be available, depending on the Payment Type.

12. Click Add [TYPE] Payment

13. Ensure that the Total Charges and Convenience Fee match the Payments amount; edit the individual item Prices to match the Payments amount

14. Select Complete Transaction

15. View the receipt, including the remaining account balance