Making Partial Payments (Intacct)

partial payments are available to all intacct users on plugin version 2022 23 or later step 1 modify the "to pay" amount the "to pay" column is now modifiable you are able to enter any amount as long as the "to pay" amount is greater than 0 the "to pay" amount is not more than the amount due the discount applied credits applied step 2 add any applicable credits ("adjustments") discount terms can not be applied to partially paid bills to benefit from discounts, you have to either be paying the bill in full in one payment be making the last partial payment on the bill if there is no amount due left on the bill (after that last payment), you are then able to apply the discount partial payments can be used in combination with adjustments refer to the adjustments page for more information in the "credits to apply" column, add any amount that you would like to add to this payment this will not reduce the "to pay" amount, but rather add the credits to the payment request this will, in turn, reduce the "credits available" amount step 3 select the bills to pay select the bills you would like to pay you can add multiple bills (even with partial payments) to one payment run step 4 confirm the payments please note the partially paid bill(s) will stay on the pay page with an updated amount due so that it can be paid again! confirm the payment voila, you've made your first partial payment! important the custom fields on the native bill record will be overwritten each time a partial payment is made only the latest payment information will be made available if a bill is partially paid 5 times, only the fifth payment information (latest) will be present in the custom fields if you would like to see all payments made against one bill, navigate to the history page of the plugin, or to the account payables page inside native intacct you can search this page using the payment or bill ids faq "do i need specific permissions to use partial payments?" no, users who already have the fispan plugin permissions will be able to make partial payments "why can i not see the payment information on the bill record when i do multiple partial payments?" the plugin will overwrite the custom fields every time there is a new payment made against that bill only the payment information from the latest payment is made available this is a technical limitation with how sage intacct stores the information on this record we have improved the history page to accommodate this "why can i not apply a discount to a partially paid bill?" sage intacct does not allow discount terms to be applied to partially paid bills to benefit from discounts, you have to either pay the bill in full in one payment pay the last partial payment on the bill if there is no amount due left on the bill (after that last payment), you are able to apply a discount "can i pay the same bill from two different entities?" this is currently not supported by the plugin, because the plugin does not read line details of bills you are able to partially pay a bill, but you are not able to choose which line item gets paid, and which one does not it always follows the same logic, independent of which bills is chosen (see next question for me information) "how do i know which line item gets paid first?" the logic of which line item is paid first when submitting a partial payment is the same as native intacc t it uses the first line item first, and then the second, until there is nothing left to be paid "where does the 'view details' at the top right bring?" the 'view details' from the top right of the accordeon opens up the fispan client app which shows more payment related information than what is shown in the plugin you will be prompted to login use the fispan password defined during the onboarding process to login reach out to support if you did not get a login during onboarding "where does the 'eye button' next to the bill number bring?" the 'eye button' next to the bill number opens the native intacct bill record