Collecting Partial Payments for Invoices

Once you've linked a payment processor, you'll have the option of collecting payments directly in Practice Better. Clients will be able to enter their card information and receive automated receipts for their payments.

You can allow clients to make partial payments towards their invoice by either creating or editing an existing invoice. At the bottom of the Invoice (under Invoice Footer), ensure the Accept payment for this invoice using Practice Better is selected.

** Use our Payment Plan feature if you'd like to collect payments in automated scheduled installment payments **

By default, invoice payments are required in full, but you can switch to installments by selecting the Allow client to make partial payment(s) option:

After selecting this option, a section will appear allowing you to specify the minimum amount a client needs to pay each time.

For example, if you'd like your client to be able to make 4 partial payments towards their invoice, set the Payment type to Percentage and the Percentage amount to 25%. When your client is ready to pay the invoice, they'll have the option to either Pay in Full or Pay the minimum amount (25% of the invoice).

They can continue to make partial payments towards the invoice until the amount due is $0.

The partial payment amount is always calculated based on the original invoice amount. In the example above, the partial payment amounts will always be 25% of the original invoice amount.

If the balance remaining on the invoice is less than the minimum payment required, your client will simply have to pay the balance remaining.