Partial Payments On Invoices

Partial Payments On Invoices

May 31, 20241 min read

A small business owner can offer partial payments on invoices to make it easier for their customers to pay for services in installments, improving customer satisfaction and cash flow.

Partial Payments On Invoices: This feature allows businesses to set a minimum percentage of the total invoice amount that can be collected from end customers, providing flexibility and convenience for customers to pay in installments.

⭐️ Why Does It Matter To Your Business?

  • Flexibility: Businesses can set a minimum percentage of the total invoice amount for partial payments, enabling customers to pay in installments.

  • Customization: This feature is available for both one-time and recurring invoices, allowing for a wide range of customization options.

  • Convenience: Customers can pay any amount equal to or greater than the set percentage, giving them more control over their payments.

⭐️ How To Use Partial Payments On Invoices:

  1. Access the Payment tab from the left navigation menu, then click on invoices from the upper navigation menu, and then click on the Settings icon.

    A screenshot of a computerDescription automatically generated
  1. Click on Payment Settings, turn on the toggle “Allow Partial Payments," set the percentage amount, and click on the Save button.

    A screenshot of a computerDescription automatically generated
  2. When you send the invoice, the customer can pay any amount that is equal to or greater than the percentage amount specified in the Invoicing Dashboard of the account.

    A screenshot of a computerDescription automatically generated
  1. Here you can see the amount details.

    A screenshot of a computerDescription automatically generated
  1. In invoices, you can see the status of the amount that has been partially paid.

    A screenshot of a computerDescription automatically generated

The Partial Payments feature enhances the CRM's invoicing capabilities, offering more flexibility and convenience for both businesses and their customers.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

© Copyright Pinnacle Ai 2024

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.