Creating Partial Payments

As a Head Contractor, you can use the Edit Payment Status screen to create partial EFT payments to Subcontractors. A partial EFT payment can be made after the progress claim is approved. Project Managers, Compliance Managers, Authorisers, or Disbursers can create partial payments.

Tips

A partial payment cannot be made if the payment is on hold.
A subsequent period can be partially disbursed even if a previous period was only partially disbursed and Out of Order Disbursement is not turned on.
See Disbursing Payments Out of Order.
Note: Without Out of Order Disbursement, all earlier periods must be fully disbursed for a subsequent period to be fully disbursed.
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.

Create a Partial Payment

Navigate to the Edit Payment Status Page
To access the Edit Payment Status page:
- From the Payment/Statutory Declarations section of the Period Home Page, choose the Manage Payments link.
- From the Edit column on the Manage Period Payment screen, choose the Edit link.
From the Partial Payments section, enter the following:
1. In the Comment field, enter a description or reason for the partial payment in the Comment field.
  Only other users in your organisation will see the Comment on the Edit Payment Status screen.
2. In the Total Payment field, enter an amount you would like to pay the Subcontractor.
  Note: If your organisation has set to calculate partial payment tax Pro Rata, you can enter the payment amount and the system calculates the tax that should apply to the payment amount. The Total Amount is the sum of Payment Amount and Tax Amount. For more information on the setting (Partial Payments have Tax applied) that controls this, see the My Organisation Settings for HCs topic. When paying progress claim balance, ensure that you have paid all the remaining tax amount.
Choose the Add button to create the partial payment as part of the total claim.
Note: Once created, the partial payment cannot be modified. If you need to make changes, delete the partial payment and create a new one.

Next: Deleting Partial Payments