Part Payments

If a customer wants to pay an invoice over a couple of months, this facility is available in BrokerCentral. The criteria in order to do this is that you have Financials Permission -

Once the invoice has been sent to the customer it will appear in the Accounting overview as "Awaiting Payment" and also under Finance Management on the Client Overview Page>Invoices

Under Invoices on the Client Overview, select the invoice that you want to record a payment against and then click on the three dots at the end of the row.

Click on the "Record Payment"

Click on the pencil under the Payment Amount

This will allow you to change the amount of the payment and when you do that and press Save the following will come up to remind you that a part payment is being made:

Fill in the remaining information and click the "Mark as Paid"

This will then show that an amount has been paid and what the new outstanding balance is.