--- title: Making Partial Payments (Intacct) slug: td/ca/making-partial-payments-intacct description: Learn about making partial payments using the plugin, including key features, limitations, and FAQs. docTags: qsTTpmTCpLZnj3pL4Rz_Z createdAt: 2025-12-02T18:00:16.076Z --- Initiate Partial Payments directly from Intacct. This feature gives you the flexibility to pay only a portion of an invoice, supporting various business needs and helping you better manage your cash flow. Partial Payments are available to all Intacct users on plugin version 2022.23 or later. *** ## Making Partial Payments Follow these steps to make your first partial payment. :::::WorkflowBlock :::WorkflowBlockItem ### Modify the To Pay Amount The **To Pay** column is now modifiable. You can 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. - ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/9G_mUmGs6tVNaxvfo2iuZ-20251202-184658.png" size="80" width="1376" height="423" position="center" darkWidth="1376" darkHeight="423" showCaption="false" indent="2"} ::: ::::WorkflowBlockItem ### Add Any Applicable Credits (Adjustments) Partial Payments can be used in combination with adjustments. Refer to the **Making Adjustments** article for more information. :::hint{type="warning"} **IMPORTANT:** Discount terms cannot be applied to partially paid bills. To take advantage of available discounts, your payment must meet one of the following criteria: - Pay the bill in full with a single payment. - Make the final payment on the bill. The discount can only be applied when this payment reduces the outstanding amount to zero. ::: In the **Credits to Apply** column, add any amount that you would like to add to this payment. This action does not reduce the **To Pay** amount; instead, it adds the specified credit amount to your payment request. As a result, the **Credits Available **balance will be reduced by the amount you enter here. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/k1Krb3nY2tU4wpc6Fcp86_santander-making-payments.png" size="80" isUploading="false" position="center" width="800" height="340" darkWidth="800" darkHeight="340" showCaption="false"} :::: :::WorkflowBlockItem ### 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. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/yKxjQPUtwol5l6Zzb_e3S-20251202-184022.png" size="80" width="1379" height="504" position="center" darkWidth="1379" darkHeight="504" showCaption="false"} ::: ::::WorkflowBlockItem ### Confirm Payments Confirm the payments to complete your first partial payment. ![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/bEWMXwt4ZEZUY-1OlXZLL-20251202-184138.png) The bill(s) you've partially paid will remain on the Pay page. They will show the updated outstanding amount due, allowing you to make future payments until the balance is fully settled. :::hint{type="warning"} **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 available in these fields. For example, if a bill is partially paid five times, the custom fields will only show the details of the fifth (latest) payment. If you need to search and view all payments made against a single bill, you have two options: 1. Navigate to the History page of the plugin. 2. Go to the Accounts Payable page within native Intacct. You can search this page using the payment or bill IDs. ::: :::: ::::: *** ## FAQs :::ExpandableHeading **Do I need specific permissions to use partial payments?** No, users who already have the TD Bank permissions will be able to make partial payments. ::: :::ExpandableHeading **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. ::: :::ExpandableHeading **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 can apply a discount. ::: :::ExpandableHeading **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 bill is chosen (see next question for my information). ::: :::ExpandableHeading **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 Intacct. It uses the first line item first, and then the second, until there is nothing left to be paid. ::: :::ExpandableHeading **Where does the 'View Details' at the top right bring?** ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/QuiLtBUluEbvq05Bq7cpS_image.png" size="80" width="3504" height="424" position="center" caption="View Details button" showCaption="true"} ** The** View Details** from the top right of the accordion opens up the FISPAN Portal, which shows more payment-related information than what is shown in the plugin. You will be prompted to log in. Use the FISPAN Portal password defined during the onboarding process to log in. Reach out to support if you did not get a login during onboarding. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/7VjDeeJ-zQbx7cJ08HR6e_image.png" size="80" width="2396" height="2045" position="center" caption="Example Payment Details" showCaption="true"} ** ::: :::ExpandableHeading **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. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/PxdFnWerd0rT44t_QnDaZ_image.png" size="80" width="3504" height="420" position="center" caption="Eye button next to the bill number" showCaption="true"} :::