Create a Partial Payment

Take these steps if you intend to pay something less than the total amount requested in the Application for Payment.

You must have the Accountant role at the company level in order to create partial payments.

There might be various occasions to create a partial payment:

You are redeeming an early-payment discount offered by your subcontractor.
You want to place some portion of the invoice amount on hold until a future date.
Part of the invoice amount is to be issued as a joint check (third-party payment) to one of your subcontractor's lower-tier vendors.

Important: If possible, create all partial payments prior to the approval of the payment. Any approvals already given are deleted when you create a partial payment, causing the payment approval process to start from the beginning.

In the left-hand sidebar, select Payment & waivers.
Select the Invoices tab.
Pending payments are listed by project.
For the invoice you want to create a partial payment, select the drop down arrow on the right-hand side of the screen.
In the Split amount field, enter the value of each partial payment to be issued.
Select Save.

If this invoice was already approved, Trimble Pay sets it back to pending.

If you need to place the partial payment on hold, see Place or Remove a Partial Payment Hold.

Create a Partial Payment

Table of Contents