Managing client payments often requires flexibility, whether you’re splitting a bill across two credit cards or allowing clients to pay a deposit now and the rest later. Learn how to handle split-tender transactions and open balances, ensuring your records stay accurate while your clients stay happy.
In This Article
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:
-
Split Tender: The client wants to pay half with cash and half with a credit card.
-
Open Balance: The client pays a portion now and promises to pay the rest later, creating an Open invoice.
Applying Partial Payments
-
After adding an item to a client’s shopping cart, click Secure Checkout.
-
In the Payment section, click Choose a payment method.
-
Click the Amount box and change the default total value to what is being paid.
-
Click Make Partial Payment to leave the invoice Open and partially paid. The client will still owe the remaining balance and they may pay it via Staff or through their own Pike13 profile by logging in.
-
Click + Add another payment to pay the remaining balance on the same invoice using a second payment method.
Warning
Partial Payments For Courses
If a client makes a partial payment for a Course, they will not be enrolled on the roster. Once the balance is fully paid, they will be added to the course roster.
Warning
Subsequent Recurring Payments
If the split payment is for a recurring plan, future payments will be paid fully by the client’s saved payment method. If you wish to split future payments, you will need to set the plan to manual payment and staff will need process the split payment every month.