Creating Partial Payments

As a General Contractor, you can use the Payment Status page to create partial ACH payments to Subcontractors. You can make a partial ACH payment after approving an invoice. Project Managers, Compliance Managers, Authorizers, 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 invoice.
A subsequent draw can be partially disbursed even if a previous draw was only partially disbursed.
Note: All earlier draws must be fully disbursed for a subsequent draw to be fully disbursed.
A Subcontractor's lien waiver will not reflect partial payment. Only one lien waiver for the full amount is generated. It is released after the final payment of the approved invoice amount.
If the project requires disbursement authorization:
- Payment authorization and a signed lien waiver for the approved invoice amount are required prior to disbursing the first partial payment
- Payment authorization is required for each subsequent partial payment.

Navigate to the Payment Status Page
To access the Payment Status page:
1. From the Payment/Lien Waivers section of the Draw Home page, select the Manage Payments link.
2. From the Edit column on the Manage Draw Payments page, select the Edit link.
From the Invoice 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 organization 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. For more information on the setting (Partial Payments have Tax applied) that controls this, see the My Organization Settings topic. 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 Invoice remaining balance, split payments and partial payments section.

Next Topic: Deleting a Partial Payment