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Configure partial payments

Decide whether staff can take less than the full amount on an invoice at checkout.

Table of Contents
  • Go to Setup, Policies, and open Payment Policy.

  • Find Take Partial Payment.

  • Turn it on or off.

  • Click Save.

With it off, invoices must be paid in full or saved unpaid. Most clinics leave it on.

Up next

Next, read Set up service-specific deposits.