All Collections
Payments
Payments on the Web Portal
Partial Payment on the Web Portal
Partial Payment on the Web Portal

How to take partial payments or break up payments for larger jobs

Lillie Bennett avatar
Written by Lillie Bennett
Updated over a week ago

When you're taking a payment in Housecall Pro, the full amount does not need to be accepted at one time. You can change the amount that you're collecting on the payment screen. 

To do this from the web portal, go to the job's details page and click the Pay button.

From this pop-up, you can change the amount and choose the payment type. The amount will always default to the full amount due, but you can delete it and choose the amount you would like to mark as paid.

Once you've added the amount you want to bill for, click paid. You will then see the updated balance on the invoice preview as well as just below the Pay button.

Remember, you can only accept an amount at or below the cost on the invoice!

 Having trouble collecting from your customers? Check out these simple tips!

Did this answer your question?