The purpose of this article is to help you understand the following:

  • How partial/advance payment works in an invoice
  • How to show invoice payment logs to the customer
  • How card holds impact the partial payment 

 

Enabling Partial/Advance Payment

When creating an invoice, you can allow partial or advance payments. This can be set up in the "Charges" section of the invoice creation process. 

Click here for a detailed synopsis of creating an invoice and locating the charges section.

Look for the option "Allow partial/advance payment" and enable it by checking the box.

  • You can split the payment into a range of 2 to 10 installments.
  • Select the desired number of installments from the provided options.

 

Setting the Split Percentage

  • Define how the total amount will be split across the chosen installments.
  • Ensure the sum of the split percentages for the first and intermediate payments is less than 100%, as the remaining amount will be charged in the final installment.

For example, if you choose to split the payment into 3 parts:

  • 1st installment: 10%
  • 2nd installment: 30%
  • The final installment will automatically be the remaining 60%.

 

Example Scenario

Let's illustrate this with a practical example:

Chosen Installments:

1st Installment: 10%

2nd Installment: 30%

Final Installment: The remaining balance (60%).

Invoice Details:

Customer Payment Process

When the invoice is sent to the customer, they can pay the full amount or make a partial payment as defined by the chosen installments.

If the customer opts for partial payment, the percentage for the current installment will be applied to each booking amount.

First Installment:

  • 10% of booking 1: $50
  • 10% of booking 2: $35
  • 10% of booking 3: $20

Total for 1st Installment: $105

The invoice will be marked with the status "Partial payment" upon successful charge.

Second installment:

  • 30% of B1: $150
  • 30% of B2: $105
  • 30% of B3: $60

Total for 2nd Installment: $315

Again, the invoice will be marked with the "Partial payment" status upon the successful charge.

Final Installment:

The remaining balance to be paid from each booking:

On successful charge, the invoice will be marked as paid.

 

Show Invoice Payment Logs to the Customer

You can show the payment logs to the customer for partially paid invoices. By default, these logs are hidden. Here’s how you can make them visible.

First, you will need to access the Website Builder & Themes. Please go to:

Website Builder & Themes > Customize Themes > Page > Payment Details > Invoice

 

Customize the Invoice Page:

  • Find the table section under the "Pay Invoice" button.
  • Choose the option to show or hide the invoice logs.

The invoice payments will be shown to the customer in the invoice as: 

 

How Card Hold Impacts Partial Payment

When an invoice includes bookings with a card hold, the hold will be visible to the customer. 

The way card holds are managed in invoices is determined by the settings configured in your store options.  Go to:

Store Options > General > Invoice Settings

Locate the setting: "What should happen if you have a card hold with invoiced bookings?"

Choose between two options:

Release: If you select the "Release" option, the card hold will be released when the invoice is processed.

  • The customer will then be charged the selected amount.
  • For example, if the booking amount in the invoice is $200, and there was a card hold for $200. The customer chose to pay 10% of the advance payment. The hold will be released, and a single charge of $20(10%) will be made.

Capture: If you select the "Capture" option, the card hold amount will be captured first.

  • Subsequent charges will be made for each installment as per the partial payment plan.
  • For example, if the booking amount in the invoice is $200, and there was a card hold for $200. The customer chose to pay 10% of the advance payment. Irrespective of the partial payment option, a complete $200 will be charged to the customer.

For more information on invoice payments, please click here.