If your client is splitting the cost of the inspection with someone else or needs to pay with more than one card, we have a workaround to help you and your client! While we don't have a true split-payment option at this time, this workaround makes it easy for you to take a split payment from your client. In this article, we'll show you how to edit the fees of the inspection and take a split payment.
🔴 Note: Currently, it is not possible to create separate invoices for an inspection, or one-off invoices that are not tied to an inspection. We recommend using this split payment as a workaround!
How to Take a Split Payment
Taking a split payment can be done in just a few steps. For each card being used to pay, you'll need to adjust the fees accordingly before the client makes a payment. In this section, we'll show you step-by-step how to take a split payment.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click the 3 dots in the "Fees & Payments" box
Click "Edit Fees & Payments"
Edit the amount to reflect the first part of the payment
Ex. If the inspection costs $400 and the client is making two payments, edit the fee amount to be $200
Click "Save"
Have the client make the first payment online
OR Click "Client/Agent View" to manually enter their card info
Once the first payment is made, click the 3 dots in the "Fees & Payments" box again
Click "Edit Fees & Payments"
Edit the amount to reflect the full price of the inspection cost
Click "Save"
Have the client make the second payment online to pay the remaining balance
OR Click "Client/Agent View" to manually enter their card info
That's it! If your client needs to use more than 2 cards, just repeat the steps. You can edit the fees to reflect however much the client needs to put on each card.
❇️ More of a video person? No worries! ❇️
Creating a Separate/Standalone Invoice
If you need to take payment and have a separate invoice for the third party, creating a new inspection for the other party with only the necessary service and their details is a practical workaround. Here's a step-by-step guide to facilitate the process:
Create a New Inspection: Generate a new inspection specifically for the needed service that the 3rd party will pay for. Ensure that all relevant details, such as the service description and pricing, are accurately included.
Enter 3rd Party's Information: Input the other party's information as the client for this inspection. Include their name, contact details, and any other pertinent information required by your system.
Confirm the Inspection with Notifications: Confirming the inspection as normal will send an email to the 3rd party with a link to the portal. This portal will contain a copy of the invoice and allow them to pay online.
Payment and Recordkeeping: Once the payment has been successfully made by the 3rd party through the portal, ensure that you receive confirmation of the payment. Record the transaction details for your records, including the invoice number, payment amount, and date of payment.
While this workaround may involve a few extra steps, rest assured that it is a practical and effective option!
Looking for more payment options for third parties? Click here!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
