Sometimes, paying the whole bill isn't in the cards. That's why Forwardly makes it simple to send partial payments instead of the full amount. Follow these steps when you have to send only a slice of what's owed.
- Navigate to the Payments menu item on the left navigation bar and select Bills.
- Find the payment in your Payment Requests list.
- Click the Pay Now button.
- Confirm the payee's email and which account you're paying with.
- Change the total amount to any amount less than or equal to the balance owed.
- Click Next.
- For bills needing multiple approvals, the first approver can initiate and approve a partial payment. Others can only approve the original prefilled amount.
- If no approvals are required, then click Pay Now.
- If you have Payment Manager access and approval is required, click on Submit for Approval button, and any/all approvers will receive in-app notifications.
- If you have Admin or Advisor access, then you can check the Bypass Approval box and press Pay Now.
- The payment will be processed immediately. You'll be taken to the tracking screen.
- As per any threshold limits the business has set up, all Approvers will be notified to review and approve the payment when the Bill Payment Request is received.
- Once the approvals are received, the last approver can initiate the payment, triggering a notification to all admins and advisors.
- Admins, advisors, and approvers are also notified if the payment fails.
- Once your partial payment is processed, you can put through the next payment. You won't be able to initiate before then.
Reminder: Partial payments can't be automated or scheduled. Changing the total payment amount will disable the payment scheduling box. |