Process a Split Transaction Paid at Different Times

Use this guide when a customer pays part of their balance now and needs to pay the remainder at a later time. The first payment is collected and posted, and the open balance is saved so it can be completed when the customer returns or is ready to pay.

Part 1 — Collect the First Payment

1. 1 From the Process Transaction screen, click Split Transaction. Enter the specific amount the customer is paying now and click Confirm.
2. 2 The payment screen reopens showing the split amount. Select the customer's preferred payment method and complete any steps for that method.
3. 3 If your dealership requires it, enter an internal note explaining the reason for the split — for example, "Customer returning Friday to pay remaining balance." This helps anyone reviewing the record later understand the plan.
4. 4 Click Process to complete the partial payment. A confirmation screen will display the remaining balance — review and click Confirm.
5. 5 To defer the remaining balance, exit the payment processing screen and select Pay Later. The transaction will appear in Open Orders until the remaining amount is collected.

Part 2 — Complete the Remaining Payment

1. 1 When the customer is ready to pay, navigate to Open Orders in the left menu, then select Split Transactions. Locate the transaction in the list.
2. 2 Click the three-dot icon on the right side of the transaction row, then click Process.
3. 3 Select the payment method for the remaining balance. Add an internal note if required by your dealership, then click Process to settle the remaining amount.
4. 4 Once both payments are complete, print or email the split receipt to the customer, then click Finish & Close to return to the main dashboard.