How to Split Payment
If a sales order requires a deposit, customer wants to put down a deposit, or the customer wants to split their payment into multiple types there are 2 ways to complete this task.
- Option 1: Apply across all items. At the top of the page an apply deposit button will show.
- Click on the button and enter in the deposit value.
- Proceed to the invoice and payment process. Upon payment processing the invoice will display the payment type and amount that was completed as well as the remaining balance.
- After clicking "Sales Completed", select New Payment on the top right of the screen
- The invoice will open and populate the remaining Due Now values. These can be modified if needed. A new payment total will appear. Click submit and confirm.
- Select the payment type on the top right of the page and the additional payment will be made.
- You can repeat this process for as many payments as needed.
Updated on: 05/04/2025
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