How can staff set up a partial payment?

Who can use this feature?

• Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential

• User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

Partial Payments

During checkout, you can choose to accept a Partial Payment. This is useful in two scenarios:

1. Split Tender: The client wants to pay half with Cash and half with a Credit Card.

2. Open Balance: The client pays a portion now and promises to pay the rest later (creating an "Open Invoice").

Accept A Partial Payment

1. After adding an item to a client’s shopping cart, click Secure Checkout.
2. Select Payment Method: Choose how the client is paying the first portion (e.g., Cash or Credit Card). If you choose check, enter the transaction ID or check number when prompted.

3. Edit the Amount:

   • Click the Amount box (which defaults to the full price).

   • Change the number to the specific amount the client is paying right now (e.g., change $100 to $20).

4. Complete the Action:

   • If leaving a balance due: Click Make Partial Payment.

     • Result: The invoice remains "Open" (Unpaid) and the client will owe the remainder.

   • If splitting payment: Click + Add another payment (if available) or complete the partial payment, then immediately pay the remaining balance on the same invoice using the second payment method.