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?
- 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".