How to Process a Transaction for a Partial Payment

Further Reading

In some cases, you may need to process a partial payment rather than charging the full invoice amount. Follow the steps below to correctly process and track partial payments:

Step 1 – Access the Student’s Enrollment Invoices

1. Go to the student’s Enrollment.

2. Open the Invoices section to view all invoices tied to that enrollment.

Step 2 – Edit the Invoice for the Partial Payment

1. Find the invoice you want to process a partial payment for.

2. Click the 3 dots (options menu) to the right of the invoice.

3. Select Edit.

4. Update the invoice Price to reflect the partial payment you want to charge now.

Step 3 – Create an Invoice for the Remaining Balance

1. From the same invoice, click the 3 dots again.

2. Choose Duplicate.

3. Edit the duplicated invoice to set the Price as the remaining balance from the original total.

Step 4 – Process the Partial Payment

1. Click the 3 dots to the right of the invoice with the partial payment amount.

2. Select Mark as Paid.

3. Choose Process linked payment method to immediately charge the payment method on file.

   1. If no payment method is currently linked, please follow these steps to add one.

Important Notes on Overdue Invoices

• If there are other overdue invoices that you do not want automatically charged overnight, you have two options:

  • Place them on hold – use the 3 dots menu on each invoice, or apply bulk actions to the selected invoices from the Actions menu.

  • Remove the payment method from the enrollment – open the Enrollment details page, click Change next to the payment method, and select Remove payment method from enrollment.