There are times when you want to accept partial payment for an invoice, this is where you can use the Better Clinics partial (part) payments feature. 

It allows you to accept part payment, based on the increments you want. e.g. you might have a $1,000 cosmetic consultation, where you want to invoice the client. You can then accept a deposit of $200, and 2 equal payments of $400 each. All 3 payments have been recorded against the invoice on different dates. The associated payments will be entered into your payments report and against the invoices. 

Learn how to make the partial payments 

You can use the Partial payment method from the payment window.

The payment window is shown when clicking the 'Pay / Invoice' button via these 3 cases:

  1. When making an appointment from the calendar
  2. Adding a sale from Sales
  3. Take an appointment directly from the Client page

How to take the partial payment from the Calendar?

  1. First, you  need to launch the New Appointment popup.
  2. Once the appointment pop up has been launched, complete the details on the new appointment screen.
  3. Click 'Pay / Invoice', the payment screen will launch
  4. On the payment screen you will see the amount due on the left, and then you can record the payment methods on the right. 
  5. For Part Payments, select the Amount and make it as less than the actual amount.
  6. Once done, Click the 'Pay' button  
  7. A pop up “Record partial payment” is shown 
  8. You can click OK, you can either modify the payment if you made a mistake or continue with the normal button selection. 
  9. If you want to make a change, click CANCEL and make the required changes
  10. When you record the part payment against the invoice the invoice will have the status ‘Part Paid’ or ‘Partial’. You will see this status on the invoice screen and the appointment popup related to the invoice. 
  11. When you need to pay off the remaining balance of the invoice, click ‘Take Payment’ and add the additional payment/s to make the outstanding amount zero. 
  12. Note you can add multiple part payments over a period of time, for example if you take installments for your services. 
  13. Can make the payment again when clicking Pay/Invoice button

How to take the partial payment from the Sales screens?

  1. First, You need to launch the Sell package or Sell Merchandise
  2. Complete the Sales details on the form 
  3. Click 'Pay / Invoice', the payment screen will launch
  4. On the payment screen you will see the amount due on the left, and then you can record the payment methods on the right. 
  5. For Part Payments, select the Amount and make it as less than the actual amount.
  6. Once done, Click the 'Pay' button  
  7. A pop up “Record partial payment” is shown 
  8. You can click OK, you can either modify the payment if you made a mistake or continue with the normal button selection. 
  9. If you want to make a change, click CANCEL and make the required changes
  10. When you record the part payment against the invoice the invoice will have the status ‘Part Paid’ or ‘Partial’. You will see this status on the invoice screen and the appointment popup related to the invoice. 
  11. When you need to pay off the remaining balance of the invoice, click ‘Take Payment’ and add the additional payment/s to make the outstanding amount zero. 
  12. Note you can add multiple part payments over a period of time, for example if you take installments for your services. 
  13. Can make the payment again when clicking Pay/Invoice button

How to Take an appointment directly from the Client page

  1. First, you need to launch the Add Client page.
  2. Once the add client details page appears, complete the details on the form.
  3. Create Appointment from the client page, complete the details on the form
  4. Click 'Pay / Invoice', the payment screen will launch
  5. On the payment screen you will see the amount due on the left, and then you can record the payment methods on the right. 
  6. For Part Payments, select the Amount and make it as less than the actual amount.
  7. Once done, Click the 'Pay' button  
  8. A pop up “Record partial payment” is shown 
  9. You can click OK, you can either modify the payment if you made a mistake or continue with the normal button selection. 
  10. If you want to make a change, click CANCEL and make the required changes
  11. When you record the part payment against the invoice the invoice will have the status ‘Part Paid’ or ‘Partial’. You will see this status on the invoice screen and the appointment popup related to the invoice. 
  12. When you need to pay off the remaining balance of the invoice, click ‘Take Payment’ and add the additional payment/s to make the outstanding amount zero. 
  13. Note you can add multiple part payments over a period of time, for example if you take installments for your services. 
  14. Can make the payment again when clicking Pay/Invoice button

 

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