Example of Split Payment - Entire Balance Paid

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.

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