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How to Split Payments Using Payment Links
How to Split Payments Using Payment Links

How to send and collect partial payments from clients using Payments Links.

Lisa Lamothe avatar
Written by Lisa Lamothe
Updated over a week ago

If you haven't done so already, you must have your company's banking information setup in the Payments section of your account in order to start accepting client payments. Click here for instructions.

All Admin style account roles, and Appraiser style account roles that are not Restricted, have the ability to generate Payment Links.

In this example, the total Report Fee is $600 and you are collecting a 50% deposit fee of $300. At the bottom of the Fees & Costs section, click Payment Link:

This will take you to the invoice creator. Here you will see all of the information that was drawn from your order automatically, including those that are used to Generate a PDF Invoice.

The next section, Invoice Line Items, are pulled from the Fees & Costs section, and can all be adjusted if needed for both PDF Invoices and Payment Links. Click on Amount Paid and enter 300:

When you are ready to generate your link, simply click on the Generate Payment Link button on the top or bottom right.

A new tab will open previewing the Payment Link:

The new Payment Link will now show at the bottom of the Fees & Costs section of the order:

When paid by the client, the system will itemize the partial payment and amount still owing for you in the Payments section:

When you're ready, you can click on Payment Link and create a second link for the remaining portion of the Report Fee!

When the client has paid the remaining portion, the payments will be itemized and the order will be marked as Paid:

Pro Tip: For extra payment information at a glance, you can create two Fees with more description.

Following the above example, I create the first Fee with a description of Report Fee Deposit with a Rate of $300 and include the appraiser's Commission of 80%. I create a second fee with a description of Report Fee Full and also include the appraiser's Commission of 80%.

This gives you more information at a glance:

Helpful Resources:

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