When a client is not able to pay a bill in full at the start of their case you may need to collect a partial payment. Your firm can easily accept partial payments at any time and see remaining balances using LollyPayments.
Steps to Accept Partial Payment
1. Go to Billing>Invoices and click on the ▼ button to find the drop down menu of payment actions to perform.
2. Select Accept Payment (LollyPayments)
3. Select One-Time Charge and enter your Client's and Case's information, including the payment amount which reflects the client's remaining balance. You can lower this amount to a partial payment, enter their Payment Method, and press the Save button.
