Need to split payments or refunds across more than one payment method?
When processing payments in your Control Panel, you have total flexibility to split payment and refunds in any amounts across any payment methods.
When you first arrive at the payment or refund screen, you'll see the total amount owed (to you or the customer) in the box.
The number shown in the "Amount" box is the amount that will get processed on that particular payment or refund.
If you want to split the amount into multiple payments or refunds, you can change the number in the box to any number you like.
The new number you enter will determine how much will get charged/refunded on that particular payment or refund, but it won't change the underlying amount that the customer owes you (or that you owe them).
Each time you process a payment or refund, we'll check to see if an additional amount is owed (to you or to the customer). If so, we'll take you back to the payment or refund screen and put the new amount in the box for you.
This flexible workflow allows you to process payments or refunds in any increments across any payment methods.
Let's look at an example of a reservation in our cart that totals $266.91.
If the customer would like to pay $100 of that in cash, we can simply:
Select cash as the payment method
Change the amount in the box to 100
Process the payment
After the payment is processed, the payment screen will reload and prompt you to collect payment for the remaining balance of $166.91
Let's split the $166.91 into 2 remaining payments:
Though you could split the amounts in your head and enter half in the box, we'll use the integrated calculator to make it easy.
Click the calculator icon
Divide by 2
Click "Update Amount" to copy the new amount ($83.45) into the box
Since the customer would like to process this payment on a credit card, we'll enter the credit card info and process the payment
After the payment is processed, the payment screen will reload and prompt you to collect payment for the remaining balance of $83.46
You can always leave an order with a payment or refund due, and then return to collect the payment or refund later.
If money is owed (to you or the customer), you'll see a message to collect or refund the unbalanced amount.
If the customer owes you money, the reservation will also be added to your Accounts Receivable report.
If you owe the customer, the reservation will also be added to your Accounts Payable report.
You also have an option to email the customer an invoice ("payment request") that they can pay online.
If we wanted to request a payment we could:
Click Request Payment
Confirm that the amount in the box is how much we'd like to request
Click Request Payment in the dialog box
To leave the reservation with a balance due:
Click Leave with Balance Due
Click Continue to save the reservation without receiving full payment
To collect the $83.46 that's still due:
Click "Collect $83.46" to reopen the reservation
The Amount in the box will default to the new amount due
To charge that amount to the card-on-file, select the stored card from the payments methods list
Process the payment and the reservation is now in balance
In the examples above, we looked at splitting payments or refunds by:
Manually changing the amount in the box
Using the integrated calculator to update the amount in the box
For automating more complex splits, there's also an automated payment splits tool.