Accepting Split or Partial Payments

Easily accept split or partial payments against an invoice, allowing customers to split a bill or use multiple payment methods to complete a transaction.

A payment won’t show as completed until the entire transaction amount has been processed; remaining balances will be shown when a user clicks into a partially paid transaction.

Note: Partial Payments can only be applied to Invoices.

To get started with split and partial payments:

1. Create an invoice and select the allow partial payment option.

   

2. Your customer will have the option to pay the balance in full or enter a partial amount. The customer will receive a receipt showing the partial amount paid. The invoice will show as partially paid. You also have the option to manually enter a payment method for the customer by visiting your Payments in Stax Pay and entering payment against the transaction.

3. To pay the remaining balance, the customer can either revisit the invoice, and the new remaining balance will show for them to submit a payment, or you can manually key in a payment, use an existing saved payment method, or complete the transaction with a manual payment method, like cash, check or gift card.

4. A final receipt will be sent to the customer based on their final payment, and the transaction will show as paid in full.

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