Making Partial Payments

Partial payments are available to all Intacct users on plugin version 2022.23 or later.
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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
Modify To Pay Column Amount
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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. 
Adding Credit to Apply to a partial payment
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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. 
Select bills to pay
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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! 
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Confirm Payments
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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. 
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If a bill is partially paid 5 times, only the fifth payment information (latest) will be present in the custom fields. 
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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. 
Over-written custom fields 
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FAQ
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No, users who already have the FISPAN plugin permissions will be able to make partial payments.
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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. 
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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.
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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). 
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The logic of which line item is paid first when submitting a partial payment is the same as native Intacct: it uses the first line item first, and then the second, until there is nothing left to be paid. 
View Details button
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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. 
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Example Payment Details
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The 'Eye button' next to the bill number opens the native Intacct bill record. 
Eye button next to the bill number
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Updated 02 Aug 2023
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Paying Bills (Intacct)
Applying Discounts (Intacct)