Partial Payment Links

Using invoice-specific payment links, you can allow clients to partially pay an invoice, or to pay their total owed across multiple invoices in a single payment.

When clients are sent a payment link for a single invoice, they were formerly only able to pay the exact amount due on the invoice. A client may want to put money towards the invoice without paying the full amount, or pay off their total amount owed without going through multiple payments. These options allow them to pay the amount best suited to their needs.

Note: These options are for invoice-specific payments links—links generated from an invoice when sending an email or collecting a payment. This payment link type is also used in Client Portal billing.

Set Up Invoice Payment Link Options

The options can be set in the Billing Setup Advanced tool > Payments tab.

You’ll see the settings for Projects Payments grouped at the top, followed by the settings for Payments by Filevine.

Under the Payments by Filevine subsection, you can see the Invoice Payment Link Settings. 

If the first option is toggled on, clients will be able to make partial payments towards an invoice. By default, the minimum amount the client can pay at once is set at $1, but you can adjust this to be higher if desired.

If the second option is toggled on, clients will be able to pay off their total owed in one payment. 

Client’s View

When either or both of these options are turned on, the client will see the invoice amount due as the suggested amount. Beneath, in the amount field, they can enter their desired payment. 

If the partial payment option is turned on, the client is able to enter any amount between the minimum amount (determined in the settings) and the invoice total. If they enter less than the minimum amount, they will encounter an error letting them know they cannot enter less than the minimum.

If the payment of full project balance option is turned on, the client is able to enter any amount between the invoice total and their total owed on the project. If they enter more than the total owed, they will encounter an error letting them know they cannot enter more than their total.