Accepting Partial Payments from Clients

Anna Crowe's Avatar

Anna Crowe

06 Jan, 2014 05:52 PM

Two of my clients sometimes need to pay partial payments with their credit cards. We cannot find a way to do this, as the interface only will accept full payments using the link from the email. Any insight?

  1. Support Staff 1 Posted by Seth B on 06 Jan, 2014 08:32 PM

    Seth B's Avatar

    Hi Anna,

    The home screen of the client interface has a payment button which allows for partial balance payments.

    Instruct them to login to Cashboard with their email address / password (which you can set under Contacts), then use the payment button above the outstanding invoice list.

    It will ask them how much they'd like to pay on the balance, then apply it to any outstanding invoices you have for them, in order.

  2. 2 Posted by Anna Crowe on 06 Jan, 2014 09:14 PM

    Anna Crowe's Avatar

    Thank you.

    Anna Crowe
    m: 310.866.9798 | annacrowe.com

  3. Anna Crowe closed this discussion on 06 Jan, 2014 09:50 PM.

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