Live Access - Payment options: Split payments, partial payments, using credits
Split Payments
You are able to split payments on an invoice, paying part with cash and part with a credit card, for example.
Here is a $391.10 invoice that the client wants to pay $100 in cash and $291.10 on a credit card.
Click Save Invoice and Pay.
The invoice will already be chosen. Click in the amount field and change the amount to $100.
Hit Pay.
Choose cash as the payment method.
Enter a tip if desired.
Enter the amount of cash and Kennel Connection will calculate the change due back, if any.
Hit Process.
This will take you back to the invoice where you click Save Invoice and Pay.
Now you will pay the remainder of the total due.
Click the Pay button.
Choose the credit card method.
Credit Card Stored or Manual - The client has a card stored on file or you will manually add the number.
Credit Card Reader Terminal - The client will swipe or insert his card.
Enter a tip if desired.
Hit Process.
Partial payments
You can pay a partial amount on an invoice and pay the remaining balance on a future date.
On an invoice, click Save Invoice and Pay.
Click in the amount field and enter the amount you want to pay now. For example, we can pay $125 of this $300 invoice.
Click the Pay button and take payment as normal.
You can then save the invoice.
When you want to pay it later, click on Financials, View Invoices.
Find the invoice. It will show the partial amount due.
Click the arrow and click Edit to take payment.
Paying multiple invoices
On the invoice, click Save Invoice and Pay.
Click the boxes for the invoices you want to pay.
KC will calculate the total. Click Pay to take payment.
Using credits/deposits and paying the remaining balance now
Click Save Invoice and Pay.
Click the box for the invoice you want to pay and click the Pay box for the credits/deposits you want to use.
KC will calculate the total. Hit Pay.
Using credits/deposits and paying the remaining balance on a future date
Click Save invoice and Pay.
Click the box for the invoice to pay and the credit to use.
Click in the amount field of the invoice total and change that to the amount of the credit.
In this example, I have a $291.10 invoice but I only want to use the $50 credit now. I don't want to take any more money in at this stage.
Hit the Pay box. Even if it's $0, you need to complete the process to save the receipt.
You can add a tip if needed then click Process to save the receipt.
Using partial credits/deposits
Click Save invoice and Pay.
Click the invoice to be paid and click the box for the credit/deposit to be used.
Change the amount of the credit.
In this example, my client only wants to use $25 of his $45 credit on this $100 invoice.
Click Pay.
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