Make a payment installment

[wpeters]

Hi. I offer website design along with hosting. Sometimes I create an invoice and customer makes a partial payment. Is there a way to enter a partial payment on invoice in WHMCS?

 

For example: Invoice created for website design service for $1000.00

 

Customer calls and says can only pay $800.00 this month and rest later. I get payment and want to input that partial payment.

 

Look forward to response.

 

Wayne.

[chickendippers]

Yes, payments can be made for any amount.

[wpeters]

Great! How?

[chickendippers]

Click the "Add Payment" tab in the invoice and enter the amount!

[wpeters]

Of Course! Thanks I have used Add a Payment, but I thought the system only could pay the full amount of the invoice. I did not look closely enough to see the Amount field could be altered.

 

Thank you!

[banar]

wpeters,

I'm trying to do exactly the same thing. I have $2500 invoice and client sent $500 check. Now the balance is $2000 and client asked me to charge $500 to his credit card. Any ideas?

[wpeters]

wpeters,

I'm trying to do exactly the same thing. I have $2500 invoice and client sent $500 check. Now the balance is $2000 and client asked me to charge $500 to his credit card. Any ideas?

 

Hi banar....

 

In your whmcs control panel,

 

1. click on client you wish to add payment for

2. click on Invoices

3. then edit the invoice you have created

4. click Add Payment tab

5. Choose credit card gateway from Gateway drop-down box

6. enter $500.00 in the Amount field

7. Click Add Payment

 

This should work. I am currently using version 3.7 to reference from. Hope this helps!

[eacollin]

Hi banar....

 

In your whmcs control panel,

 

1. click on client you wish to add payment for

2. click on Invoices

3. then edit the invoice you have created

4. click Add Payment tab

5. Choose credit card gateway from Gateway drop-down box

6. enter $500.00 in the Amount field

7. Click Add Payment

 

This should work. I am currently using version 3.7 to reference from. Hope this helps!

 

let say I create an product/services that requires 50% down payment (50% due for a web design package) which would be on my site listed as one the services I offer. The Client clicks the link and it take them to the cart.php ; how do they then pay the 50% now and have a balance due once the job has been completed

 

I get it if your the admin for WHMCS which is what your saying but if your the customer. I really don't want to handle the 50% due now myself I want the system to do this so its all automated.

 

Thanks

[crazyfish]

I do 50% payements for my design service but I enter the invoices manually, so I'd be interested in an automated way of doing it.

[wpeters]

I do not think there is a way for this to happen automatically, but not 100% sure.

[BAJI26]

I wish there were an automated way also... really really need it!

[Matt]

I don't see what there is to automate? Initially the thread was asking about whether a partial payment can be applied to an invoice which was resolved as the user was answered that it can be done and told how. Now it's evolved into whether you can invoice 50% for a design service. For that wouldn't you just create an invoice with a line item such as "50% Deposit for Design Work" and then once completed and the client is happy with the work, issue a second invoice with something like "Final Payment for Design Work" ? You wouldn't normally have it as a product in your cart as design jobs are usually quoted individually based on various parameters.

 

Matt

[doug]

I would like a place to add the number of payment I want to get, so example: I design a site for 1200, I enter in there invoice section only charge 100. for 12 months. it automaticlly stops after 12 months.

[doug]

how do I get my email addres not to show up??????

[chickendippers]

You don't use your email address as username

[wc_r]

I am needing this too. We give some people the option of paying their web design fees over the course of 12 months. Definitely need it to stop after they have been billed 12 times.

[BAJI26]

We bill them bi-weekly, it would be great to have bi-weeky and monthly options.

[wc_r]

I would actually pay to have an addon for this. In these economic times, clients really go for the payment plan.

[charliez]

+1 on this 50-50 or payment plan idea...

 

I dont think it would be very difficult to implement and...

there are a lot of customers asking for it... automatically done...

[Zorro67]

Guys have a look here. there are a couple of ways that you can do this now.

 

http://forum.whmcs.com/showthread.php?t=11573

 

We have the full price in the description, and for some products only, the order now price is now "50% deposit", which means we can still take credit card payments on the spot for the 50% amount (no way of changing that otherwise).

 

Then we just create an invoice for the balance when its due

Idea - I should check if i can after ticking off payment for the first inv, create the 2nd invoice & forward date it so that the customer just automatically gets it at about the completion date.

 

 

Just checked, under the client, and no the date is set for today. perhaps I'll check if the due date can be altered

Edited December 4, 2008 by Zorro67