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.
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! Click here to watch a full video on the process.
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