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.
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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