2

My client frequently needs to record partial payments for events and memberships. When I open the transaction history, I don't see a way to record the partial payment. In fact, all registrations seem to get recorded as completed by default. Any suggestions for a workflow which better records the transactions and the status of payments?

  • Sounds like a workflow problem as well. Are people signing themselves up, or are these being manually added by someone with the organization? Because until they are fully paid, registrations should be something like pending, pending (pay later), partially paid, etc. – Jenni Simonis Mar 4 at 4:48
4
  • First, record the payment with a status of Pending.
  • Click the triangle next to the contribution to open up the payment listing (see screenshot below).
  • Click Record Payment (or Submit Credit Card Payment). You can log a partial payment from here.

In my screenshot below, you can see the $55 donation has a status of "Partially Paid".

enter image description here

| improve this answer | |

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.