If your client is splitting the cost of the inspection with someone else like the agent or a family member, or needs to pay with more than one card, we now have the option of Multi-Party Payment with Spectora Payments. Check out this article for more information and how to use this option!
If you do not use Spectora Payments, you can follow this article for a work-around that makes it easy for you to take a split payment. Below, we'll show you how to edit the fees of the inspection to take separate payments.
🔴 Exclusively for Spectora Payments users, Multi-Party Payments is available for you to take split payments. This article is a work-around for companies who do not use Spectora Payments!
How to Take a Split Payment (If Not Using Spectora Payments)
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 or other party 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 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 View" to manually enter their card info
That's it! If your client needs to use more than two cards, just repeat the steps. You can edit the fees to reflect however much the client needs to put on each card.
Creating a Separate/Standalone Invoice (If Not Using Spectora Payments)
If you use Spectora Payments, you can easily do this with Multi-Party Payments. If you do not use Spectora payments, follow the steps below to create a separate 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 Record-keeping: 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!
Using the Share Details Button
The most direct way to have another party pay for the entire inspection if you're not using Spectora Payments is to send them an email via the Share Details button. This will include a link to Client Portal, where the third party can pay for the inspection.
Keep in mind, the Client Portal contains everything the client is able to see for the inspection; the invoice, agreements, and the final report. If you do not want the third party to have access to this data, do not use this work-around.
Taking Payment Over the Phone
If you don't need a separate invoice for the 3rd party and they are comfortable giving their card info to you, you can easily take payment over the phone.
Frequently Asked Questions
Can this work around be used for subscription payments?
No, you cannot split payments for subscription payments. This work-around is only for inspection payments.
Why isn't there a feature for split payments?
There is! Called Multi-Party Payments, you have access to this feature if you use Spectora Payments.
How do I send an agent an invoice with their name on it if I don't use Spectora Payments?
Without Spectora Payments, you can't assign a separate payee, because that is a Multi-Party Payments feature. The invoice is always made out to the first client listed in the People box. If the invoice needs the agent's name on it, use this workaround, which takes a few extra steps:
Open the inspection on the web.
In the People box, click the 3 dots next to the current client's contact, then click Remove.
Click +New, select Client, and enter the agent's information so the agent is the primary client.
Re-add the original client.
In the Fees & Payments (or Payments) box on the Inspection Details page, click the 3 dots, then click View Invoice.
Confirm the agent's name appears on the invoice, then click View as PDF in the upper-right corner of the invoice preview.
Save the PDF to your device and attach it to an email sent directly to the agent.
Remove the agent's client contact from the People box so the actual client is the primary client again.
Only remove the agent's contact after you confirm the correct name appears on the invoice.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
