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 users 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 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: