Making Partial Payments (Intacct)

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 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 add any applicable credits (adjustments) partial payments can be used in combination with adjustments refer to the making adjustments article for more information 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 partial 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 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 confirm payments confirm the payments to complete your first partial payment 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 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 navigate to the history page of the plugin go to the accounts payable page within native intacct you can search this page using the payment or bill ids faqs do i need specific permissions to use partial payments? no, users who already have the 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 can 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 bill is chosen (see next question for my 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 intacct it uses the first line item first, and then the second, until there is nothing left to be paid what does the 'view details' button at the top right do? the view details from the top right of the accordion opens up the , which shows more payment related information than what is shown in the plugin you will be prompted to log in use the password defined during the onboarding process to log in reach out to support if you did not get a login during onboarding what does the eye button next to the bill number do? the eye button next to the bill number opens the native intacct bill record