Part Pay for Payables

Part Pay gives caregivers the option to pay for a Payable item in installments rather than in one lump sum. Caregivers can choose payment amounts and make multiple payments until the total balance is settled. This feature helps schools accommodate caregivers’ financial flexibility while ensuring payments are tracked efficiently.

How to Enable Part Pay:

To enable Part Pay, locate the "Caregiver Payment" section in the payable setup form and tick the "Part Pay Allowed" checkbox.

     

If you decide to change this later, you can update it at any time by editing the payable.

How It Works:

When a caregiver goes to pay for a payable, they will see the total amount owing and any amount already paid. They can then enter how much they want to pay in the payment box and click 'Add to cart' to proceed.

     

Best Practices:

Part Pay works best for high-cost items that may be challenging for caregivers to pay in one lump sum, Consider using it for:

• School camps
  
• Sports fees
• Annual donations
  
• Technology costs
  

Using Questions with Part Pay:

When questions are used with part pay, caregivers will need to answer these questions every time they make a  part payment.
For compulsory questions, this means caregivers must provide answers multiple times - which can be frustrating, especially with longer forms.

There are several options on how to deal with this:

1. Keep the Current Setup

   • If your question forms are brief and straightforward, repeating them may not be an issue for the caregiver
     

2. Turn Off Part Payments

   • If collecting information once is more important than flexible payment options, disable part payments when creating or editing your payable

3. Create Separate Items

   • You can split the Payable up into separate items for example:
     
     • First payable: "Camp Deposit" - Include all your questions but disable part payments
     • Second payable: "Camp Payments" - Enable part payments but include no questions
       

  See Also: Adding Questions for Kindo Payables

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