---
title: How to Process a Transaction for a Partial Payment
description: How to process a customer's payment method for a partial invoice amount.
---

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September 9, 2025

# How to Process a Transaction for a Partial Payment

<https://www.loom.com/share/e6f11d924a894cac868154d231df7857>[![](https://cdn.loom.com/sessions/thumbnails/e6f11d924a894cac868154d231df7857-9bcfe6b922574598-full-play.gif)](https://www.loom.com/share/e6f11d924a894cac868154d231df7857)

 

 **This video walks you through the key points — it’s the best way to understand everything in just a couple of minutes.**

 

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### 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:

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#### 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.

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#### 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.

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#### 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](https://support.tuiopay.com/how-to-add-and-link-payment-methods-for-your-parents?hsLang=en) 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**.

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