How do I take a Partial Payment against an Invoice?

Modified on Wed, Jan 30, 2019 at 11:05 AM

1. From the Dashboard/Home Screen > Select Take Payments > Invoices

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2. Select the Customer you want to take payment from.

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3. Click on the 'Pay Now' Button

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4. Select the Invoice you want to take partial payment against by checking the box to the left of the Invoice number. Once checked, enter the payment amount you want to process for this transaction.

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5. Choose your Payment Options. You can add a new credit card, ACH/eCheck option, or used a Saved Payment Method*

*Note - Only previous transactions that have been used before will appear under Saved Payment Methods and Previous Authorizations

For Help on How to Add a New Credit Card -

https://ezpayhelpdesk.freshdesk.com/solution/articles/33000223031-how-do-i-add-a-credit-card-to-an-existing-customer-

* Go to Step 5 to continue

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6. Choose your Authorize.Net Options (Email Transaction Receipt / Change email)

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7. Click on Process Payment to continue.

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8. Your Transaction is now Complete.