Example of Split Payment - Entire Balance Paid (Check & Cash)

Share

A family owes $101.25 and wants to pay $25 with cash and the remaining with a check. The transaction date is 7/7/2020.

1. Click the Payment/Credit button in the family record to open the Payment/Credit Transaction Entry page.
2. Adjust the Trans Date to 7/7/2020 (defaults to the current date). 
3. Set Method to Cash.
4. Enter a Payment of 25.00.
5. Click Apply Amt field for fees to be paid.
6. Click Save & Make Another Payment. The Payment/Credit Transaction Entry window will re-open.
   
   
   
7. Adjust the Trans Date to 7/7/2020 (defaults to the current date). 
8. Set Method to Check and enter Chk# 1234.
9. Enter Payment of 76.25.
10. Click ApplyAmt field for fees to be paid.
11. Click Save Payment.
    
    

The Family Record

The Transactions tab shows the payment split by payment method, a $25 cash payment, and a $76.25 check payment. The Current Balance is 0.00.