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Invoices & Bills

In Pike13, an invoice is generated whenever a purchase is made. While most transactions are paid immediately, the system allows for Split Payments and Partial Payments.

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

Splitting Payments

Use this workflow if a client wants to pay for a single transaction using two or more different methods, such as credit card, account credit, and cash.

  1. Add the item to the cart and click Secure Checkout.

  2. First Method:

    1. Click Choose a payment method and select the first option (e.g., Cash).

    2. Change the Amount field to the specific dollar value they wish to pay with this method (e.g., $50.00).

    3. Click + Add another payment.

  3. Second Method:

    1. Select the second payment method for the remaining balance.

    2. Optional: You can repeat this if using a third method.

  4. Verify commission recipients and receipt settings, then click Finish.

Note: 

Notes

Paid In Full

Plans and passes usable once they are paid in full. For recurring plans, only the first transaction may be split. Subsequent invoices will be paid in full by the client's chosen payment method.

A client is not added to a course roster until the course enrollment fee is paid in full.

Accepting Partial Payments

Use this workflow if a client cannot pay the full amount now and needs to pay the remainder later.

  1. Add the item to the cart and click Secure Checkout.

  2. Select the payment method.

  3. Change the Amount field to the value being paid today (less than the total).

  4. Click Make Partial Payment.

    1. Result: The invoice remains "Open" with an unpaid balance. You can email this invoice to the client so they can pay the rest online.

Completing Partially Paid Invoices

When the client is ready to pay the remainder of a partially paid invoice:

  1. Go to the Client’s Profile.

  2. Click Bills (or History > Bills).

  3. Locate the invoice marked Partially Paid (or Unpaid) and click on it.

  4. Select Check Out.

  5. Choose the payment method for the remaining balance and click Finish.

Note

Recurring Payments

If the payment will recur, subsequent payments will be paid fully by the client’s chosen automatic payment method.

The current invoice must be paid in full before Pike13 will generate the next month's invoice.