Note: Partial payments are currently only available for ACH transactions.
- Navigate to the Invoices Section
Go to Accounting > Payables > Invoices.
- Add a New Invoice
Click Add Invoice and enter the invoice details.
- Enter Invoice Information & Select ACH as the Payment Type
Choose ACH as the payment method, then click Create or Create and Post.
- Post the Invoice
Once the invoice is posted, you can begin making payments. - Make a Partial Payment
Open the invoice and click Pay Invoice.
- Adjust the Payment Amount & Amount Applied
Update the Payment Amount to reflect the partial payment and the amounts that are applied to each invoice and click Save.
Note: you may see a yellow error box after entering amount. This is because the amount applied is greater than the payment amount. Disregard and continue making updates to the applied amount in order to click Save.
- View Payment Status
The invoice will show as Partially Paid until the remaining balance is paid.
- Submit Another Payment (Partial or Full)
Go to Payments > Make a Payment.
- Search for the Vendor
Enter the Vendor Name.
Any open invoices will appear. Be sure to change the Payment Type to ACH, complete the required fields, then click Save.
- Confirm Payment Entry
Once saved, the payment will appear on the vendor’s Invoice Payment List.