Creating Partial Payments

As a Head Contractor, you can use the Payment Status page to create partial EFT payments to Subcontractors. You can make a partial EFT payment after approving a progress claim. Project Managers, Compliance Managers, Authorisers, or Disbursers can create partial payments.

Notes:

The Partial Payments feature must be added by a Textura Administrator. Contact your Textura implementation team if you think you need to use this feature.
Once created, you cannot modify the partial payment. If you need to make changes, delete the partial payment and create a new one.

Tips

You cannot disburse a partial payment if the payment is on hold.
Once you disburse a partial payment, you cannot modify or reject the progress claim.
A subsequent period can be partially disbursed even if a previous draw was only partially disbursed.
Note: All earlier periods must be fully disbursed for a subsequent period to be fully disbursed.
A Subcontractor's statutory declaration will not reflect partial payment. Only one statutory declaration for the full amount is generated. It is released after the final payment of the approved progress claim amount.
If the project requires disbursement authorisation:
- Payment authorisation and a signed statutory declaration for the approved progress claim amount are required prior to disbursing the first partial payment
- Payment authorisation is required for each subsequent partial payment.

Navigate to the Payment Status Page
To access the Payment Status page:
- From the Payment/Statutory Declarations section of the Period Home page, select the Manage Payments link.
- From the Edit column on the Manage Period Payment page, select the Edit link.
From the Progress claim remaining balance, split payments, and partial payments section of the Payment Status page, select Add Partial Payment.
An Add partial payment drawer opens.
In the Comment field of the Add partial payment drawer, enter a description or reason for the partial payment.
Only other users in your organisation will see the Comment on the Payment Status page.
In the Payment Amount field, enter an amount you would like to pay the Subcontractor.
Note: If tax is enabled on your project, you have a choice of how tax is allocated to partial payments. You may be asked to enter the Payment Amount and the system will calculate the Tax Amount on a pro rata basis.
Select Add to complete the payment.
- An Added partial payment successfully displays at the bottom of the page.
- The partial payment details display in the Progress claim remaining balance, split payments and partial payments section.

Next Topic: Deleting Partial Payments