Frequently Asked Questions (FAQ): Payments
Split Payments
Overview

You can split payment methods within MobiWork between two or more payment methods (e.g., cash and card).

Split Payments (Web)

You can split payments between multiple payment methods in your MobiWork web interface. This can be done if a customer would like to split a payment between various payment methods (e.g., paying half an invoice in check and the rest on card).

For more information about how to split payment methods on the web, please see the Add Payment page.

Split Payments (Device)

You can split payments between multiple payment methods in your MobiWork app. This can be done if a customer would like to split a payment between various payment methods (e.g., paying half a quote with cash and the rest on card).

For more information about how to split payment methods on your mobile device, please see the Invoice Checkout and Payment page for invoices, or Quote Checkout page for quotes.

Split Payments Between Multiple Invoices

You can split the payment between multiple invoices and combine them. Please see the Combine Multiple Invoices in One section for more information.

However, it is currently not possible to split a single payment between multiple invoices without manually pulling up each individual invoice, applying the payment, and tracking the remaining amount to other invoices.

Adding Credit to the Customer Profile

You can add credit to a customer's profile through the "Billing" tab in the View Customer pop-up window. This credit (prepayment) can then be used to split payments across multiple invoices associated with the customer.

In the "Invoices" panel, click on the Individual Actions button and from the drop-down select the "Add Prepayment" option:

The Add Prepayment pop-up window will then appear. Input the payment amount and select the "Credit Card (No Process)" option for the "Payment Method" field:

You can utilize this credit by selecting the "Unapplied Prepayment" payment method in the Add Payment pop-up window:

After adding the prepayment to an invoice, you can adjust the customer's remaining balance through the View Customer pop-up window.

Select the "Recalculate Balance" option from the Individual Actions button to update the customer's remaining billing balance:

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!