Invoices & Bills

When clients purchase a pass, prepaid plan or a course, the invoice is paid in full upfront. With recurring plans, once the first invoice is paid, the next invoice is created. The next invoice is not created until the current invoice due is paid.

Splitting payments

At checkout, staff can split a client’s payment between different payment methods, like a credit card, account credit, and cash. The invoice is closed when the invoice is fully paid.

For those times when clients don’t have enough money to pay in full at the time of a visit, staff members can also split a payment to let a client pay some of the invoice now and the rest later. An invoice for the remainder of the partial payment can be emailed to the client so they can pay the remainder on your Pike13 website themselves.

Accept a full or partial payment

1. After adding an item to a client’s shopping cart, click Secure Checkout.
2. On the Check Out & Confirm page, click Choose a payment method, and then choose a payment option.
3. Do one of the following:
• To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish.
• To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment.

Complete a partially paid invoice

1. At the top of any Pike13 page, select Clients, find the client with the partially paid invoice, and click their name.
2. In their client profile under Bills, click the partially paid invoice, and then select Check Out
3. On the Check Out & Confirm page, click Choose a payment method, and then choose a payment option.
4. To complete the purchase, click Finish.

Split a payment between payment methods

1. After adding an item to a client’s shopping cart, click Secure Checkout.
2. On the Check Out & Confirm page, do one of the following:
• Select Choose a payment method, and then choose a payment option.
• Click New Payment Method, choose an option, swipe a new credit card or enter the required information, and then click Save
3. Enter a payment amount that is less than the remaining balance, click + Add another payment, and then repeat the previous step.
4. If appropriate, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt.
5. To complete the purchase, click Finish

   Note

   Recurring Payments

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