Create a part payment
To create a cpart payment, follow these steps:- Navigate to the invoice for which you want to create a part payment.
- Use the overflow menu (•••) and select Create part payment.
- Use the Amount field to enter the amount of the part payment to apply to each line item. The Amount remaining field shows the remaining amount that can be paid.
- The Total amount to pay field shows the total amount of the part payment that will be applied to the invoice.
- Check the Payment outside of Yorlet box if the payment was made outside of Yorlet.
- Click Create to create the part payment.
unpaid
. If you selected the Payment outside of Yorlet box, the part payment will be created with the status paid
.
Creating a part payment will also result in a partial transfer being created based in the transfer behavior of each invoice line item being part paid.
Charge a part payment
To charge a part payment, follow these steps:- Navigate to the part payment you want to charge.
- Click the Charge part payment button.
- Select the Payment method.
- Click Charge customer to charge the part payment.
Void a part payment
You can only void a part payment if the part payment has the status
unpaid
.- Navigate to the part payment you want to void.
- Click the Void button.