Payment Status - Partially Payment

  • Updated

If your community has the Payments feature enabled and an invoice's Payment Status shows as Partially Paid when you believe it should be Fully Paid. The following steps will help you investigate the payment history and correct the remaining balance.

 

Step 1: Review the Associated Purchase Order (PO)

  • Locate the Purchase Order (PO) associated with the invoice.

  • Review the total amount of the PO.

 

Step 2: Review the Invoice Payment Details

  • Go to the invoice associated with the PO.

  • In the Amount Paid section, review the total amount that has been recorded as paid.

  • In the Balance section, review the remaining balance amount.

 

Step 3: Verify Existing Payment Uploads

If a remaining balance is found in Step 2, investigate the existing payment records:

  1. Navigate: Go to the Invoices module > select Payments.

  2. Search: In the Payment Number field, insert the invoice number.

  3. Review Payment Record: Select the payment number hyperlink.

  4. Confirm Details: In the Amount section, confirm that the amount recorded matches the amount listed on the invoice.

  5. Check History: Click the History tab to verify the date and time the payment upload was completed.

 

Step 4: Resolve the Remaining Balance

The common cause for a remaining balance is that the payment upload file only included the amount shown in the Amount Paid column, and not the full invoice amount.

To resolve this and update the status to "Fully Paid":

  • Load a new payment file specifically for the difference in the dollar amount (the amount shown in the Balance section).